WIA
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World Investment Advisors’s IQVIA IQV Stock Holding History

World Investment 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 		$14.1M Buy
82,404
+292
+0.4% +$50.9K 0.23% 90
2026
Q1 		$14M Buy
82,112
+430
+0.5% +$83.9K 0.23% 92
2025
Q4 		$18.4M Buy
81,682
+1,162
+1% +$253K 0.3% 66
2025
Q3 		$15.3M Buy
80,520
+1,773
+2% +$322K 0.31% 59
2025
Q2 		$12.4M Buy
78,747
+11,940
+18% +$1.8M 0.28% 73
2025
Q1 		$11.8M Buy
66,807
+6,818
+11% +$1.32M 0.31% 70
2024
Q4 		$11.8M Sell
59,989
-1,760
-3% -$371K 0.32% 61
2024
Q3 		$14.6M Buy
+61,749
New +$14.6M 0.46% 47

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

World Investment Advisors's IQV Position: Q2 2026 in Review

World Investment Advisors increased its IQVIA (IQV) stake by 0.36% in Q2 2026, buying an estimated $50.9K and bringing the position to 82,404 shares worth $14.1M. The position accounts for 0.23% of the portfolio, ranked #90.

World Investment Advisors first reported a position in IQV in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • World Investment Advisors held 82,404 shares of IQVIA worth $14.1M as of Q2 2026.
  • World Investment Advisors bought 292 IQVIA shares in Q2 2026, an estimated $50.9K.
  • IQVIA made up 0.23% of World Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • World Investment Advisors first reported a position in IQVIA in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's IQVIA position peaked at $18.4M in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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