Steward Partners Investment Advisory’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.9M | Sell |
77,303
-4,124
| -5% | -$719K | 0.08% | 258 |
|
|
2026
Q1 | $13.9M | Buy |
81,427
+6,307
| +8% | +$1.23M | 0.07% | 260 |
|
|
2025
Q4 | $16.9M | Buy |
75,120
+9,649
| +15% | +$2.1M | 0.09% | 190 |
|
|
2025
Q3 | $12.4M | Buy |
65,471
+617
| +1% | +$112K | 0.07% | 240 |
|
|
2025
Q2 | $10.2M | Buy |
64,854
+2,329
| +4% | +$351K | 0.08% | 245 |
|
|
2025
Q1 | $11M | Sell |
62,525
-4,948
| -7% | -$960K | 0.1% | 210 |
|
|
2024
Q4 | $13.3M | Buy |
67,473
+1,273
| +2% | +$268K | 0.12% | 171 |
|
|
2024
Q3 | $15.7M | Buy |
66,200
+2,059
| +3% | +$486K | 0.15% | 145 |
|
|
2024
Q2 | $13.6M | Buy |
64,141
+2,185
| +4% | +$496K | 0.14% | 148 |
|
|
2024
Q1 | $15.7M | Buy |
61,956
+34,409
| +125% | +$8.03M | 0.17% | 119 |
|
|
2023
Q4 | $6.37M | Buy |
27,547
+182
| +0.7% | +$37.4K | 0.09% | 236 |
|
|
2023
Q3 | $5.38M | Sell |
27,365
-11,807
| -30% | -$2.56M | 0.08% | 243 |
|
|
2023
Q2 | $8.8M | Buy |
39,172
+13,123
| +50% | +$2.63M | 0.13% | 165 |
|
|
2023
Q1 | $5.18M | Sell |
26,049
-1,538
| -6% | -$329K | 0.08% | 247 |
|
|
2022
Q4 | $5.65M | Sell |
27,587
-5,516
| -17% | -$1.12M | 0.1% | 228 |
|
|
2022
Q3 | $6M | Sell |
33,103
-6,376
| -16% | -$1.4M | 0.11% | 195 |
|
|
2022
Q2 | $8.57M | Sell |
39,479
-3,347
| -8% | -$727K | 0.16% | 149 |
|
|
2022
Q1 | $9.9M | Sell |
42,826
-2,860
| -6% | -$677K | 0.15% | 157 |
|
|
2021
Q4 | $12.9M | Buy |
45,686
+10,929
| +31% | +$2.84M | 0.2% | 124 |
|
|
2021
Q3 | $8.33M | Buy |
34,757
+9,222
| +36% | +$2.33M | 0.14% | 163 |
|
|
2021
Q2 | $6.19M | Buy |
25,535
+6,048
| +31% | +$1.4M | 0.1% | 205 |
|
|
2021
Q1 | $3.76M | Sell |
19,487
-1,171
| -6% | -$220K | 0.07% | 301 |
|
|
2020
Q4 | $3.7M | Sell |
20,658
-73
| -0.4% | -$12.3K | 0.08% | 252 |
|
|
2020
Q3 | $3.27M | Buy |
20,731
+451
| +2% | +$70.7K | 0.08% | 238 |
|
|
2020
Q2 | $2.88M | Sell |
20,280
-613
| -3% | -$83.1K | 0.08% | 242 |
|
|
2020
Q1 | $2.25M | Buy |
20,893
+4,968
| +31% | +$710K | 0.08% | 238 |
|
|
2019
Q4 | $2.46M | Buy |
15,925
+93
| +0.6% | +$13.6K | 0.07% | 268 |
|
|
2019
Q3 | $2.36M | Sell |
15,832
-1,407
| -8% | -$219K | 0.08% | 255 |
|
|
2019
Q2 | $2.77M | Buy |
17,239
+2,068
| +14% | +$290K | 0.1% | 203 |
|
|
2019
Q1 | $2.18M | Buy |
15,171
+2,890
| +24% | +$385K | 0.09% | 217 |
|
|
2018
Q4 | $1.43M | Buy |
12,281
+2,014
| +20% | +$244K | 0.07% | 276 |
|
|
2018
Q3 | $1.33M | Buy |
10,267
+7,334
| +250% | +$881K | 0.06% | 282 |
|
|
2018
Q2 | $293K | Buy |
2,933
+476
| +19% | +$47.6K | 0.02% | 572 |
|
|
2018
Q1 | $241K | Buy |
2,457
+2,027
| +471% | +$205K | 0.02% | 584 |
|
|
2017
Q4 | $42K | Buy |
430
+96
| +29% | +$9.77K | ﹤0.01% | 887 |
|
|
2017
Q3 | $31K | Sell |
334
-20
| -6% | -$1.85K | ﹤0.01% | 818 |
|
|
2017
Q2 | $31K | Buy |
354
+327
| +1,211% | +$27.6K | ﹤0.01% | 753 |
|
|
2017
Q1 | $2K | Buy |
+27
| New | +$2.11K | ﹤0.01% | 1313 |
|
Other funds holding IQV
Steward Partners Investment Advisory's IQV Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its IQVIA (IQV) stake by 5.1% in Q2 2026, selling an estimated $719K and leaving 77,303 shares worth $14.9M. The position accounts for 0.08% of the portfolio, ranked #258.
Steward Partners Investment Advisory first reported a position in IQV in Q1 2017 and has held it in 38 quarters since. The position peaked at $16.9M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Steward Partners Investment Advisory held 77,303 shares of IQVIA worth $14.9M as of Q2 2026.
- Steward Partners Investment Advisory sold 4,124 IQVIA shares in Q2 2026, an estimated $719K.
- IQVIA made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #258 holding.
- Steward Partners Investment Advisory first reported a position in IQVIA in Q1 2017 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's IQVIA position peaked at $16.9M in Q4 2025.
- 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.