WA
IQV icon

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
Q2 		$638K Buy
3,301
+265
+9% +$46.2K ﹤0.01% 1060
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's IQV Position: Q2 2026 in Review

Waverly Advisors increased its IQVIA (IQV) stake by 8.7% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,301 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Waverly Advisors first reported a position in IQV in Q4 2017 and has held it in 8 quarters since. The position peaked at $887K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Waverly Advisors held 3,301 shares of IQVIA worth $638K as of Q2 2026.
  • Waverly Advisors bought 265 IQVIA shares in Q2 2026, an estimated $46.2K.
  • IQVIA made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1060 holding.
  • Waverly Advisors first reported a position in IQVIA in Q4 2017 and has held it in 8 quarters since.
  • Waverly Advisors's IQVIA position peaked at $887K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.