WestEnd Advisors’s IQVIA IQV Stock Holding History

WestEnd 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 Q3	$1.88K	Hold	7	–	–	﹤0.01%	212
2026 Q2	$1.35K	Hold	7	–	–	﹤0.01%	236
2026 Q1	$1.19K	Hold	7	–	–	﹤0.01%	215
2025 Q4	$1.58K	Buy	7 +2	+40%	+$435	﹤0.01%	183
2025 Q3	$950	Sell	5 -2	-29%	-$364	﹤0.01%	238
2025 Q2	$1.1K	Buy	7 +1	+17%	+$151	﹤0.01%	202
2025 Q1	$1.06K	Buy	6 +4	+200%	+$776	﹤0.01%	206
2024 Q4	$393	Hold	2	–	–	﹤0.01%	200
2024 Q3	$474	Hold	2	–	–	﹤0.01%	177
2024 Q2	$423	Sell	2 -1	-33%	-$227	﹤0.01%	177
2024 Q1	$759	Hold	3	–	–	﹤0.01%	126
2023 Q4	$694	Hold	3	–	–	﹤0.01%	131
2023 Q3	$590	Buy	+3	New	+$651	﹤0.01%	138
2023 Q1	–	Sell	-2	Closed	-$427	–	171
2022 Q4	$410	Hold	2	–	–	﹤0.01%	162
2022 Q3	$0	Hold	2	–	–	﹤0.01%	237
2022 Q2	$433	Buy	+2	New	+$434	﹤0.01%	142
2022 Q1	–	Sell	-1	Closed	-$237	–	156
2021 Q4	$282	Buy	+1	New	+$260	﹤0.01%	215
2021 Q3	–	Hold	0	–	–	–	219
2021 Q2	–	Hold	0	–	–	–	144

Other funds holding IQV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

WestEnd Advisors's IQV Position: Q3 2026 in Review

WestEnd Advisors held its IQVIA (IQV) position steady in Q3 2026 at 7 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

WestEnd Advisors first reported a position in IQV in Q4 2021 and has held it in 17 quarters since. 869 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

WestEnd Advisors held 7 shares of IQVIA worth $1.88K as of Q3 2026.
WestEnd Advisors left its IQVIA share count unchanged in Q3 2026.
IQVIA made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #212 holding.
WestEnd Advisors first reported a position in IQVIA in Q4 2021 and has held it in 17 quarters since.
869 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.