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 Q3	$714K	Sell	2,657 -1,669	-39%	-$403K	0.11%	191
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VisionPoint Advisory Group's IQV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its IQVIA (IQV) stake by 39% in Q3 2026, selling an estimated $403K and leaving 2,657 shares worth $714K. The position accounts for 0.11% of the portfolio, ranked #191.

VisionPoint Advisory Group first reported a position in IQV in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.32M in Q4 2025. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

VisionPoint Advisory Group held 2,657 shares of IQVIA worth $714K as of Q3 2026.
VisionPoint Advisory Group sold 1,669 IQVIA shares in Q3 2026, an estimated $403K.
IQVIA made up 0.11% of VisionPoint Advisory Group's portfolio in Q3 2026, its #191 holding.
VisionPoint Advisory Group first reported a position in IQVIA in Q3 2023 and has held it in 7 quarters since.
VisionPoint Advisory Group's IQVIA position peaked at $3.32M in Q4 2025.
39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.