SOA Wealth Advisors’s IQVIA IQV Stock Holding History

SOA Wealth Advisors’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193	Hold	1	–	–	﹤0.01%	848
2026 Q1	$171	Hold	1	–	–	﹤0.01%	816
2025 Q4	$225	Hold	1	–	–	﹤0.01%	805
2025 Q3	$190	Hold	1	–	–	﹤0.01%	840
2025 Q2	$158	Hold	1	–	–	﹤0.01%	826
2025 Q1	$176	Hold	1	–	–	﹤0.01%	831
2024 Q4	$197	Hold	1	–	–	﹤0.01%	823
2024 Q3	$237	Hold	1	–	–	﹤0.01%	784
2024 Q2	$211	Hold	1	–	–	﹤0.01%	799
2024 Q1	$253	Hold	1	–	–	﹤0.01%	844
2023 Q4	$231	Hold	1	–	–	﹤0.01%	844
2023 Q3	$197	Hold	1	–	–	﹤0.01%	875
2023 Q2	$225	Hold	1	–	–	﹤0.01%	873
2023 Q1	$199	Hold	1	–	–	﹤0.01%	905
2022 Q4	$205	Hold	1	–	–	﹤0.01%	903
2022 Q3	$0	Hold	1	–	–	﹤0.01%	895
2022 Q2	$0	Sell	1 -2	-67%	-$434	﹤0.01%	910
2022 Q1	$0	Hold	3	–	–	﹤0.01%	948
2021 Q4	$0	Hold	3	–	–	﹤0.01%	923
2021 Q3	$0	Buy	3 +1	+50%	+$252	﹤0.01%	936
2021 Q2	$0	Buy	+2	New	+$462	﹤0.01%	913

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's IQV Position: Q2 2026 in Review

SOA Wealth Advisors held its IQVIA (IQV) position steady in Q2 2026 at 1 share worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #848.

SOA Wealth Advisors first reported a position in IQV in Q2 2021 and has held it in 21 quarters since. The position peaked at $253 in Q1 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

SOA Wealth Advisors held 1 share of IQVIA worth $193 as of Q2 2026.
SOA Wealth Advisors left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #848 holding.
SOA Wealth Advisors first reported a position in IQVIA in Q2 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's IQVIA position peaked at $253 in Q1 2024.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.