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Transamerica Financial Advisors’s IQVIA IQV Stock Holding History

Transamerica Financial 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 		$106K Buy
549
+75
+16% +$13.1K 0.01% 563
2026
Q1 		$80.8K Sell
474
-21
-4% -$4.1K 0.01% 570
2025
Q4 		$112K Buy
495
+71
+17% +$15.4K 0.01% 441
2025
Q3 		$80.5K Buy
+424
New +$77.1K 0.01% 426

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

Transamerica Financial Advisors's IQV Position: Q2 2026 in Review

Transamerica Financial Advisors increased its IQVIA (IQV) stake by 16% in Q2 2026, buying an estimated $13.1K and bringing the position to 549 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #563.

Transamerica Financial Advisors first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $112K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Transamerica Financial Advisors held 549 shares of IQVIA worth $106K as of Q2 2026.
  • Transamerica Financial Advisors bought 75 IQVIA shares in Q2 2026, an estimated $13.1K.
  • IQVIA made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #563 holding.
  • Transamerica Financial Advisors first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's IQVIA position peaked at $112K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.