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Wilkerson Advisory Group’s IQVIA IQV Stock Holding History

Wilkerson 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 		$2.51K Sell
13
-23
-64% -$4.01K ﹤0.01% 540
2026
Q1 		$6.14K Buy
36
+4
+13% +$780 ﹤0.01% 464
2025
Q4 		$7.21K Buy
+32
New +$6.96K ﹤0.01% 386

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

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

Wilkerson Advisory Group reduced its IQVIA (IQV) stake by 64% in Q2 2026, selling an estimated $4.01K and leaving 13 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Wilkerson Advisory Group first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.21K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Wilkerson Advisory Group held 13 shares of IQVIA worth $2.51K as of Q2 2026.
  • Wilkerson Advisory Group sold 23 IQVIA shares in Q2 2026, an estimated $4.01K.
  • IQVIA made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #540 holding.
  • Wilkerson Advisory Group first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's IQVIA position peaked at $7.21K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.