Aptus Capital Advisors’s IQVIA IQV Stock Holding History

Aptus Capital 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	$223K	Buy	+1,153	New	+$201K	﹤0.01%	1081
2026 Q1	–	Sell	-2,089	Closed	-$471K	–	1734
2025 Q4	$471K	Buy	2,089 +194	+10%	+$42.2K	﹤0.01%	753
2025 Q3	$360K	Sell	1,895 -1,042	-35%	-$189K	﹤0.01%	798
2025 Q2	$463K	Buy	+2,937	New	+$442K	﹤0.01%	695
2025 Q1	–	Sell	-1,443	Closed	-$284K	–	1467
2024 Q4	$284K	Buy	+1,443	New	+$304K	﹤0.01%	782
2023 Q1	–	Sell	-30,538	Closed	-$6.26M	–	839
2022 Q4	$6.26M	Buy	30,538 +2,514	+9%	+$510K	0.19%	92
2022 Q3	$5.08M	Buy	28,024 +10,192	+57%	+$2.23M	0.12%	99
2022 Q2	$3.87M	Buy	+17,832	New	+$3.87M	0.1%	118

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 $3.37T AUM 44.26% 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

Aptus Capital Advisors's IQV Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in IQVIA (IQV) in Q2 2026: 1,153 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in IQV as recently as Q4 2025.

Aptus Capital Advisors first reported a position in IQV in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.26M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Aptus Capital Advisors held 1,153 shares of IQVIA worth $223K as of Q2 2026.
IQVIA was a new Aptus Capital Advisors position in Q2 2026.
IQVIA made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1081 holding.
Aptus Capital Advisors first reported a position in IQVIA in Q2 2022 and has held it in 8 quarters since.
Aptus Capital Advisors's IQVIA position peaked at $6.26M in Q4 2022.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.