Soltis Investment Advisors’s IQVIA IQV Stock Holding History

Soltis Investment 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 Q1	–	Sell	-1,035	Closed	-$233K	–	592
2025 Q4	$233K	Buy	+1,035	New	+$225K	0.02%	462

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Soltis Investment Advisors's IQV Position: Q1 2026 in Review

Soltis Investment Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,035 shares — an estimated $233K sold.

Soltis Investment Advisors first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Soltis Investment Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Soltis Investment Advisors sold 1,035 IQVIA shares in Q1 2026, an estimated $233K.
Soltis Investment Advisors first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
Soltis Investment Advisors's IQVIA position peaked at $233K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.