SIA
IQV icon

Strategic Investment Advisors’s IQVIA IQV Stock Holding History

Strategic 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
Q2 		$1.27M Sell
6,580
-701
-10% -$122K 0.08% 117
2026
Q1 		$1.24M Buy
7,281
+4,481
+160% +$874K 0.09% 127
2025
Q4 		$631K Sell
2,800
-275
-9% -$59.8K 0.05% 141
2025
Q3 		$584K Sell
3,075
-195
-6% -$35.5K 0.05% 155
2025
Q2 		$509K Buy
3,270
+1,134
+53% +$171K 0.05% 160
2025
Q1 		$377K Buy
+2,136
New +$414K 0.04% 192
2024
Q4 		– Sell
-2,936
Closed -$696K – 244
2024
Q3 		$696K Sell
2,936
-74
-2% -$17.5K 0.08% 148
2024
Q2 		$636K Sell
3,010
-45
-1% -$10.2K 0.08% 153
2024
Q1 		$773K Buy
3,055
+194
+7% +$45.3K 0.1% 132
2023
Q4 		$662K Sell
2,861
-744
-21% -$153K 0.1% 142
2023
Q3 		$709K Buy
+3,605
New +$783K 0.12% 132
2023
Q2 		– Sell
-3,756
Closed -$747K – 209
2023
Q1 		$747K Buy
+3,756
New +$803K 0.14% 120

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Investment Advisors's IQV Position: Q2 2026 in Review

Strategic Investment Advisors reduced its IQVIA (IQV) stake by 9.6% in Q2 2026, selling an estimated $122K and leaving 6,580 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #117.

Strategic Investment Advisors first reported a position in IQV in Q1 2023 and has held it in 12 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Strategic Investment Advisors held 6,580 shares of IQVIA worth $1.27M as of Q2 2026.
  • Strategic Investment Advisors sold 701 IQVIA shares in Q2 2026, an estimated $122K.
  • IQVIA made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Strategic Investment Advisors first reported a position in IQVIA in Q1 2023 and has held it in 12 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.