Atria Investments’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.21M | Sell |
24,659
-2,821
| -10% | -$550K | 0.05% | 424 |
|
|
2025
Q4 | $6.19M | Sell |
27,480
-1,371
| -5% | -$298K | 0.07% | 314 |
|
|
2025
Q3 | $5.48M | Buy |
28,851
+103
| +0.4% | +$18.7K | 0.06% | 362 |
|
|
2025
Q2 | $4.53M | Buy |
28,748
+9,312
| +48% | +$1.4M | 0.05% | 410 |
|
|
2025
Q1 | $3.43M | Sell |
19,436
-269
| -1% | -$52.2K | 0.04% | 493 |
|
|
2024
Q4 | $3.87M | Sell |
19,705
-699
| -3% | -$147K | 0.05% | 432 |
|
|
2024
Q3 | $4.84M | Buy |
20,404
+1,261
| +7% | +$298K | 0.06% | 363 |
|
|
2024
Q2 | $4.05M | Buy |
19,143
+778
| +4% | +$177K | 0.05% | 407 |
|
|
2024
Q1 | $4.64M | Buy |
18,365
+786
| +4% | +$183K | 0.06% | 361 |
|
|
2023
Q4 | $4.07M | Sell |
17,579
-2,077
| -11% | -$426K | 0.06% | 350 |
|
|
2023
Q3 | $3.87M | Buy |
19,656
+376
| +2% | +$81.6K | 0.07% | 350 |
|
|
2023
Q2 | $4.33M | Sell |
19,280
-4,002
| -17% | -$804K | 0.08% | 307 |
|
|
2023
Q1 | $4.63M | Buy |
23,282
+551
| +2% | +$118K | 0.09% | 285 |
|
|
2022
Q4 | $4.66M | Sell |
22,731
-702
| -3% | -$142K | 0.1% | 269 |
|
|
2022
Q3 | $4.25M | Buy |
23,433
+1,269
| +6% | +$278K | 0.09% | 267 |
|
|
2022
Q2 | $4.81M | Sell |
22,164
-3,099
| -12% | -$673K | 0.1% | 237 |
|
|
2022
Q1 | $5.84M | Buy |
25,263
+3,296
| +15% | +$781K | 0.1% | 233 |
|
|
2021
Q4 | $6.2M | Sell |
21,967
-1,688
| -7% | -$438K | 0.11% | 225 |
|
|
2021
Q3 | $5.67M | Buy |
23,655
+563
| +2% | +$142K | 0.1% | 218 |
|
|
2021
Q2 | $5.6M | Buy |
23,092
+3,129
| +16% | +$722K | 0.11% | 218 |
|
|
2021
Q1 | $3.86M | Buy |
19,963
+501
| +3% | +$94.1K | 0.09% | 273 |
|
|
2020
Q4 | $3.49M | Sell |
19,462
-1,059
| -5% | -$178K | 0.08% | 263 |
|
|
2020
Q3 | $3.23M | Buy |
20,521
+261
| +1% | +$40.9K | 0.1% | 235 |
|
|
2020
Q2 | $2.87M | Buy |
20,260
+2,768
| +16% | +$375K | 0.1% | 242 |
|
|
2020
Q1 | $1.89M | Buy |
17,492
+2,063
| +13% | +$295K | 0.14% | 140 |
|
|
2019
Q4 | $2.38M | Buy |
15,429
+5,471
| +55% | +$799K | 0.06% | 257 |
|
|
2019
Q3 | $1.49M | Buy |
9,958
+58
| +0.6% | +$9.03K | 0.05% | 298 |
|
|
2019
Q2 | $1.54M | Buy |
9,900
+1,201
| +14% | +$168K | 0.06% | 281 |
|
|
2019
Q1 | $1.25M | Buy |
8,699
+926
| +12% | +$123K | 0.05% | 302 |
|
|
2018
Q4 | $903K | Buy |
7,773
+149
| +2% | +$18K | 0.04% | 328 |
|
|
2018
Q3 | $989K | Buy |
7,624
+1,797
| +31% | +$216K | 0.04% | 396 |
|
|
2018
Q2 | $582K | Buy |
5,827
+1,591
| +38% | +$159K | 0.03% | 522 |
|
|
2018
Q1 | $416K | Buy |
4,236
+2,006
| +90% | +$203K | 0.02% | 569 |
|
|
2017
Q4 | $218K | Buy |
+2,230
| New | +$227K | 0.01% | 754 |
|
Other funds holding IQV
VCM
VPM
Atria Investments's IQV Position: Q1 2026 in Review
Atria Investments reduced its IQVIA (IQV) stake by 10% in Q1 2026, selling an estimated $550K and leaving 24,659 shares worth $4.21M. The position accounts for 0.05% of the portfolio, ranked #424.
Atria Investments first reported a position in IQV in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.2M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Atria Investments held 24,659 shares of IQVIA worth $4.21M as of Q1 2026.
- Atria Investments sold 2,821 IQVIA shares in Q1 2026, an estimated $550K.
- IQVIA made up 0.05% of Atria Investments's portfolio in Q1 2026, its #424 holding.
- Atria Investments first reported a position in IQVIA in Q4 2017 and has held it in 34 quarters since.
- Atria Investments's IQVIA position peaked at $6.2M in Q4 2021.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.