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VisionPoint Advisory Group’s IQVIA IQV Stock Holding History

VisionPoint Advisory 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
Q2 		$836K Sell
4,326
-12,141
-74% -$2.12M 0.14% 174
2026
Q1 		$2.81M Buy
16,467
+1,749
+12% +$341K 0.53% 45
2025
Q4 		$3.32M Sell
14,718
-1,977
-12% -$430K 0.65% 38
2025
Q3 		$3.17M Sell
16,695
-284
-2% -$51.6K 0.63% 36
2025
Q2 		$2.68M Buy
+16,979
New +$2.56M 0.58% 43
2023
Q4 		– Sell
-120
Closed -$23.6K – 808
2023
Q3 		$23.6K Buy
+120
New +$26.1K 0.01% 349

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

VisionPoint Advisory Group's IQV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its IQVIA (IQV) stake by 74% in Q2 2026, selling an estimated $2.12M and leaving 4,326 shares worth $836K. The position accounts for 0.14% of the portfolio, ranked #174.

VisionPoint Advisory Group first reported a position in IQV in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.32M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • VisionPoint Advisory Group held 4,326 shares of IQVIA worth $836K as of Q2 2026.
  • VisionPoint Advisory Group sold 12,141 IQVIA shares in Q2 2026, an estimated $2.12M.
  • IQVIA made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #174 holding.
  • VisionPoint Advisory Group first reported a position in IQVIA in Q3 2023 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's IQVIA position peaked at $3.32M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.