Valeo Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,496
| Closed | -$337K | – | 827 |
|
|
2025
Q4 | $337K | Sell |
1,496
-306
| -17% | -$66.6K | 0.01% | 576 |
|
|
2025
Q3 | $342K | Buy |
+1,802
| New | +$328K | 0.01% | 568 |
|
|
2025
Q1 | – | Sell |
-1,182
| Closed | -$232K | – | 726 |
|
|
2024
Q4 | $232K | Sell |
1,182
-726
| -38% | -$153K | 0.01% | 629 |
|
|
2024
Q3 | $452K | Buy |
1,908
+10
| +0.5% | +$2.36K | 0.01% | 434 |
|
|
2024
Q2 | $401K | Sell |
1,898
-192
| -9% | -$43.6K | 0.01% | 448 |
|
|
2024
Q1 | $503K | Sell |
2,090
-731
| -26% | -$171K | 0.02% | 371 |
|
|
2023
Q4 | $653K | Sell |
2,821
-297
| -10% | -$61K | 0.03% | 287 |
|
|
2023
Q3 | $613K | Buy |
3,118
+1,323
| +74% | +$287K | 0.03% | 287 |
|
|
2023
Q2 | $403K | Sell |
1,795
-236
| -12% | -$47.4K | 0.02% | 356 |
|
|
2023
Q1 | $404K | Buy |
2,031
+290
| +17% | +$62K | 0.02% | 376 |
|
|
2022
Q4 | $357K | Buy |
+1,741
| New | +$353K | 0.02% | 344 |
|
|
2022
Q2 | – | Sell |
-1,339
| Closed | -$310K | – | 575 |
|
|
2022
Q1 | $310K | Buy |
+1,339
| New | +$317K | 0.02% | 438 |
|
|
2021
Q2 | – | Sell |
-1,317
| Closed | -$254K | – | 1151 |
|
|
2021
Q1 | $254K | Sell |
1,317
-46
| -3% | -$8.64K | 0.01% | 386 |
|
|
2020
Q4 | $244K | Sell |
1,363
-86
| -6% | -$14.5K | 0.01% | 377 |
|
|
2020
Q3 | $228K | Sell |
1,449
-1,031
| -42% | -$162K | 0.02% | 301 |
|
|
2020
Q2 | $352K | Sell |
2,480
-90
| -4% | -$12.2K | 0.03% | 227 |
|
|
2020
Q1 | $330K | Sell |
2,570
-60
| -2% | -$8.57K | 0.04% | 215 |
|
|
2019
Q4 | $406K | Buy |
2,630
+400
| +18% | +$58.4K | 0.04% | 219 |
|
|
2019
Q3 | $333K | Buy |
2,230
+180
| +9% | +$28K | 0.04% | 216 |
|
|
2019
Q2 | $330K | Buy |
2,050
+387
| +23% | +$54.3K | 0.04% | 217 |
|
|
2019
Q1 | $239K | Hold |
1,663
| – | – | 0.03% | 243 |
|
|
2018
Q4 | $193K | Sell |
1,663
-65
| -4% | -$7.87K | 0.03% | 262 |
|
|
2018
Q3 | $208K | Buy |
1,728
+698
| +68% | +$83.8K | 0.03% | 267 |
|
|
2018
Q2 | $125K | Sell |
1,030
-384
| -27% | -$38.4K | 0.02% | 363 |
|
|
2018
Q1 | $139K | Sell |
1,414
-323
| -19% | -$32.6K | 0.02% | 304 |
|
|
2017
Q4 | $170K | Buy |
1,737
+457
| +36% | +$46.5K | 0.03% | 263 |
|
|
2017
Q3 | $122K | Buy |
+1,280
| New | +$119K | 0.03% | 265 |
|
Other funds holding IQV
Valeo Financial Advisors's IQV Position: Q1 2026 in Review
Valeo Financial Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,496 shares — an estimated $337K sold.
Valeo Financial Advisors first reported a position in IQV in Q3 2017 and held it in 27 quarters. The position peaked at $653K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Valeo Financial Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
- Valeo Financial Advisors sold 1,496 IQVIA shares in Q1 2026, an estimated $337K.
- Valeo Financial Advisors first reported a position in IQVIA in Q3 2017 and held it in 27 quarters.
- Valeo Financial Advisors's IQVIA position peaked at $653K in Q4 2023.
- 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.