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United Capital Financial Advisors’s IQVIA IQV Stock Holding History

United Capital 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 		$1.57M Buy
8,108
+221
+3% +$38.5K 0.01% 637
2026
Q1 		$1.35M Sell
7,887
-162
-2% -$31.6K 0.01% 659
2025
Q4 		$1.81M Buy
8,049
+151
+2% +$32.9K 0.01% 554
2025
Q3 		$1.5M Buy
7,898
+3,257
+70% +$592K 0.01% 534
2025
Q2 		$731K Buy
4,641
+2,181
+89% +$328K 0.01% 677
2025
Q1 		$434K Sell
2,460
-326
-12% -$63.2K ﹤0.01% 789
2024
Q4 		$547K Sell
2,786
-777
-22% -$164K ﹤0.01% 710
2024
Q3 		$844K Buy
3,563
+339
+11% +$80K 0.01% 588
2024
Q2 		$682K Sell
3,224
-240
-7% -$54.5K 0.01% 629
2024
Q1 		$876K Sell
3,464
-182
-5% -$42.5K 0.01% 590
2023
Q4 		$844K Buy
3,646
+1,501
+70% +$308K 0.01% 591
2023
Q3 		$422K Sell
2,145
-379
-15% -$82.3K ﹤0.01% 672
2023
Q2 		$567K Sell
2,524
-313
-11% -$62.8K ﹤0.01% 660
2023
Q1 		$564K Buy
2,837
+455
+19% +$97.2K ﹤0.01% 703
2022
Q4 		$488K Sell
2,382
-1,081
-31% -$219K ﹤0.01% 763
2022
Q3 		$627K Buy
3,463
+1,613
+87% +$353K ﹤0.01% 716
2022
Q2 		$401K Buy
1,850
+144
+8% +$31.3K ﹤0.01% 850
2022
Q1 		$394K Sell
1,706
-12
-0.7% -$2.84K ﹤0.01% 910
2021
Q4 		$485K Buy
1,718
+38
+2% +$9.86K ﹤0.01% 868
2021
Q3 		$402K Sell
1,680
-130
-7% -$32.8K ﹤0.01% 923
2021
Q2 		$439K Buy
+1,810
New +$418K ﹤0.01% 896
2021
Q1 		– Sell
-1,722
Closed -$309K – 1214
2020
Q4 		$309K Sell
1,722
-315
-15% -$53.1K ﹤0.01% 985
2020
Q3 		$321K Sell
2,037
-15
-0.7% -$2.35K ﹤0.01% 940
2020
Q2 		$291K Sell
2,052
-1,215
-37% -$165K ﹤0.01% 1007
2020
Q1 		$352K Sell
3,267
-1,893
-37% -$270K ﹤0.01% 936
2019
Q4 		$797K Buy
5,160
+904
+21% +$132K 0.01% 855
2019
Q3 		$636K Buy
4,256
+54
+1% +$8.4K ﹤0.01% 876
2019
Q2 		$676K Buy
4,202
+10
+0.2% +$1.4K ﹤0.01% 936
2019
Q1 		$603K Sell
4,192
-3,040
-42% -$405K ﹤0.01% 921
2018
Q4 		$840K Buy
7,232
+1,210
+20% +$147K 0.01% 761
2018
Q3 		$781K Sell
6,022
-1,449
-19% -$174K 0.01% 847
2018
Q2 		$746K Buy
7,471
+1,218
+19% +$122K 0.01% 837
2018
Q1 		$613K Buy
6,253
+1,854
+42% +$187K ﹤0.01% 904
2017
Q4 		$432K Buy
4,399
+50
+1% +$5.09K ﹤0.01% 1003
2017
Q3 		$413K Buy
4,349
+32
+0.7% +$2.96K ﹤0.01% 1016
2017
Q2 		$386K Sell
4,317
-13,794
-76% -$1.16M ﹤0.01% 998
2017
Q1 		$1.46M Buy
18,111
+1,958
+12% +$153K 0.01% 643
2016
Q4 		$1.23M Buy
16,153
+488
+3% +$37.4K 0.01% 690
2016
Q3 		$1.27M Buy
15,665
+697
+5% +$52.8K 0.01% 715
2016
Q2 		$973K Sell
14,968
-2,966
-17% -$199K 0.01% 741
2016
Q1 		$1.17M Buy
17,934
+1,193
+7% +$75.5K 0.01% 665
2015
Q4 		$1.15M Buy
16,741
+11,953
+250% +$817K 0.01% 658
2015
Q3 		$333K Sell
4,788
-2,354
-33% -$176K ﹤0.01% 1031
2015
Q2 		$519K Buy
7,142
+1,280
+22% +$87.8K 0.01% 907
2015
Q1 		$386K Buy
+5,862
New +$370K ﹤0.01% 999

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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's IQV Position: Q2 2026 in Review

United Capital Financial Advisors increased its IQVIA (IQV) stake by 2.8% in Q2 2026, buying an estimated $38.5K and bringing the position to 8,108 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #637.

United Capital Financial Advisors first reported a position in IQV in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.81M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • United Capital Financial Advisors held 8,108 shares of IQVIA worth $1.57M as of Q2 2026.
  • United Capital Financial Advisors bought 221 IQVIA shares in Q2 2026, an estimated $38.5K.
  • IQVIA made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #637 holding.
  • United Capital Financial Advisors first reported a position in IQVIA in Q1 2015 and has held it in 45 quarters since.
  • United Capital Financial Advisors's IQVIA position peaked at $1.81M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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