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James T. Borello RIA’s IQVIA IQV Stock Holding History

James T. Borello RIA’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 		$12.9K Sell
48
-3
-6% -$725 ﹤0.01% 537
2026
Q2 		$9.9K Sell
51
-20
-28% -$3.49K ﹤0.01% 601
2026
Q1 		$12.1K Buy
71
+57
+407% +$11.1K ﹤0.01% 504
2025
Q4 		$3.16K Buy
14
+1
+8% +$218 ﹤0.01% 686
2025
Q3 		$2.47K Buy
+13
New +$2.36K ﹤0.01% 693

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's IQV Position: Q3 2026 in Review

James T. Borello RIA reduced its IQVIA (IQV) stake by 5.9% in Q3 2026, selling an estimated $725 and leaving 48 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

James T. Borello RIA first reported a position in IQV in Q3 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • James T. Borello RIA held 48 shares of IQVIA worth $12.9K as of Q3 2026.
  • James T. Borello RIA sold 3 IQVIA shares in Q3 2026, an estimated $725.
  • IQVIA made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #537 holding.
  • James T. Borello RIA first reported a position in IQVIA in Q3 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.