Applied Finance Capital Management’s IQVIA IQV Stock Holding History

Applied Finance Capital Management’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	$563K	Sell	2,915 -720	-20%	-$126K	0.04%	144
2026 Q1	$620K	Buy	3,635 +373	+11%	+$72.8K	0.05%	139
2025 Q4	$735K	Sell	3,262 -186	-5%	-$40.5K	0.05%	129
2025 Q3	$655K	Sell	3,448 -1,029	-23%	-$187K	0.05%	152
2025 Q2	$706K	Hold	4,477	–	–	0.05%	165
2025 Q1	$789K	Hold	4,477	–	–	0.06%	148
2024 Q4	$880K	Hold	4,477	–	–	0.04%	129
2024 Q3	$1.06M	Buy	4,477 +54	+1%	+$12.7K	0.05%	111
2024 Q2	$935K	Buy	+4,423	New	+$1M	0.04%	105

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Applied Finance Capital Management's IQV Position: Q2 2026 in Review

Applied Finance Capital Management reduced its IQVIA (IQV) stake by 20% in Q2 2026, selling an estimated $126K and leaving 2,915 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #144.

Applied Finance Capital Management first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2024. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Applied Finance Capital Management held 2,915 shares of IQVIA worth $563K as of Q2 2026.
Applied Finance Capital Management sold 720 IQVIA shares in Q2 2026, an estimated $126K.
IQVIA made up 0.04% of Applied Finance Capital Management's portfolio in Q2 2026, its #144 holding.
Applied Finance Capital Management first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's IQVIA position peaked at $1.06M in Q3 2024.
1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.