VWA
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Valued Wealth Advisors’s IQVIA IQV Stock Holding History

Valued Wealth 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 		$387 Hold
2
– – ﹤0.01% 861
2026
Q1 		$342 Hold
2
– – ﹤0.01% 688
2025
Q4 		$451 Hold
2
– – ﹤0.01% 544
2025
Q3 		$380 Hold
2
– – ﹤0.01% 543
2025
Q2 		$316 Hold
2
– – ﹤0.01% 553
2025
Q1 		$353 Hold
2
– – ﹤0.01% 579
2024
Q4 		$394 Hold
2
– – ﹤0.01% 570
2024
Q3 		$474 Hold
2
– – ﹤0.01% 536
2024
Q2 		$423 Buy
+2
New +$454 ﹤0.01% 511

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Valued Wealth Advisors's IQV Position: Q2 2026 in Review

Valued Wealth Advisors held its IQVIA (IQV) position steady in Q2 2026 at 2 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Valued Wealth Advisors first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $474 in Q3 2024. 255 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Valued Wealth Advisors held 2 shares of IQVIA worth $387 as of Q2 2026.
  • Valued Wealth Advisors left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • Valued Wealth Advisors first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
  • Valued Wealth Advisors's IQVIA position peaked at $474 in Q3 2024.
  • 255 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.