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Waverly Advisors’s IQVIA IQV Stock Holding History

Waverly 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
Q1 		$518K Sell
3,036
-898
-23% -$175K ﹤0.01% 1068
2025
Q4 		$887K Buy
3,934
+354
+10% +$77K 0.01% 801
2025
Q3 		$680K Buy
3,580
+412
+13% +$74.9K 0.01% 752
2025
Q2 		$499K Sell
3,168
-12
-0.4% -$1.81K 0.01% 795
2025
Q1 		$561K Sell
3,180
-4
-0.1% -$776 0.01% 741
2024
Q4 		$626K Buy
+3,184
New +$671K 0.01% 628
2018
Q1 		– Sell
-97
Closed -$9K – 276
2017
Q4 		$9K Buy
+97
New +$9.88K ﹤0.01% 332

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Waverly Advisors's IQV Position: Q1 2026 in Review

Waverly Advisors reduced its IQVIA (IQV) stake by 23% in Q1 2026, selling an estimated $175K and leaving 3,036 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Waverly Advisors first reported a position in IQV in Q4 2017 and has held it in 7 quarters since. The position peaked at $887K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Waverly Advisors held 3,036 shares of IQVIA worth $518K as of Q1 2026.
  • Waverly Advisors sold 898 IQVIA shares in Q1 2026, an estimated $175K.
  • IQVIA made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1068 holding.
  • Waverly Advisors first reported a position in IQVIA in Q4 2017 and has held it in 7 quarters since.
  • Waverly Advisors's IQVIA position peaked at $887K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.