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Apella Capital’s IQVIA IQV Stock Holding History

Apella Capital’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 		$246K Sell
1,180
-16
-1% -$2.79K ﹤0.01% 624
2026
Q1 		$211K Buy
1,196
+58
+5% +$11.3K ﹤0.01% 636
2025
Q4 		$257K Buy
1,138
+10
+0.9% +$2.18K 0.01% 474
2025
Q3 		$232K Buy
+1,128
New +$205K 0.01% 430

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital's IQV Position: Q2 2026 in Review

Apella Capital reduced its IQVIA (IQV) stake by 1.3% in Q2 2026, selling an estimated $2.79K and leaving 1,180 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Apella Capital first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 128 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Apella Capital held 1,180 shares of IQVIA worth $246K as of Q2 2026.
  • Apella Capital sold 16 IQVIA shares in Q2 2026, an estimated $2.79K.
  • IQVIA made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #624 holding.
  • Apella Capital first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's IQVIA position peaked at $257K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.