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Valley National Advisers’s IQVIA IQV Stock Holding History

Valley National Advisers’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 		$967 Buy
+5
New +$872 ﹤0.01% 882
2026
Q1 		– Sell
-17
Closed -$3K – 908
2025
Q4 		$3K Buy
17
+5
+42% +$1.09K ﹤0.01% 740
2025
Q3 		$2K Buy
+12
New +$2.18K ﹤0.01% 738
2024
Q3 		– Sell
-34
Closed -$7K – 943
2024
Q2 		$7K Sell
34
-2
-6% -$454 ﹤0.01% 695
2024
Q1 		$9K Buy
36
+4
+13% +$934 ﹤0.01% 667
2023
Q4 		$7K Buy
32
+22
+220% +$4.52K ﹤0.01% 732
2023
Q3 		$2K Buy
+10
New +$2.17K ﹤0.01% 829

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

Valley National Advisers's IQV Position: Q2 2026 in Review

Valley National Advisers opened a new position in IQVIA (IQV) in Q2 2026: 5 shares worth $967. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in IQV as recently as Q4 2025.

Valley National Advisers first reported a position in IQV in Q3 2023 and has held it in 7 quarters since. The position peaked at $9K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Valley National Advisers held 5 shares of IQVIA worth $967 as of Q2 2026.
  • IQVIA was a new Valley National Advisers position in Q2 2026.
  • IQVIA made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #882 holding.
  • Valley National Advisers first reported a position in IQVIA in Q3 2023 and has held it in 7 quarters since.
  • Valley National Advisers's IQVIA position peaked at $9K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.