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United Advisor Group’s IQVIA IQV Stock Holding History

United Advisor Group’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
Q3 		$408K Buy
+1,519
New +$367K 0.04% 385

Other funds holding IQV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

United Advisor Group's IQV Position: Q3 2026 in Review

United Advisor Group opened a new position in IQVIA (IQV) in Q3 2026: 1,519 shares worth $408K. The stake represents 0.04% of the portfolio and ranks #385 among its holdings.

1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • United Advisor Group held 1,519 shares of IQVIA worth $408K as of Q3 2026.
  • IQVIA was a new United Advisor Group position in Q3 2026.
  • IQVIA made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #385 holding.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.