Baker Avenue Asset Management’s IQVIA IQV Stock Holding History

Baker Avenue Asset 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	$453K	Buy	2,346 +893	+61%	+$156K	0.01%	542
2026 Q1	$248K	Buy	1,453 +509	+54%	+$99.3K	0.01%	666
2025 Q4	$213K	Buy	+944	New	+$205K	﹤0.01%	600
2023 Q4	–	Sell	-355	Closed	-$69.8K	–	908
2023 Q3	$69.8K	Buy	355 +331	+1,379%	+$71.9K	﹤0.01%	479
2023 Q2	$5.39K	Buy	24 +10	+71%	+$2.01K	﹤0.01%	837
2023 Q1	$2.78K	Sell	14 -4	-22%	-$855	﹤0.01%	934
2022 Q4	$3.69K	Buy	+18	New	+$3.65K	﹤0.01%	854
2022 Q3	–	Sell	-1,028	Closed	-$223K	–	352
2022 Q2	$223K	Buy	1,028 +20	+2%	+$4.34K	0.01%	290
2022 Q1	$233K	Sell	1,008 -21	-2%	-$4.97K	0.01%	282
2021 Q4	$290K	Buy	+1,029	New	+$267K	0.01%	270

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

Baker Avenue Asset Management's IQV Position: Q2 2026 in Review

Baker Avenue Asset Management increased its IQVIA (IQV) stake by 61% in Q2 2026, buying an estimated $156K and bringing the position to 2,346 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #542.

Baker Avenue Asset Management first reported a position in IQV in Q4 2021 and has held it in 10 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Baker Avenue Asset Management held 2,346 shares of IQVIA worth $453K as of Q2 2026.
Baker Avenue Asset Management bought 893 IQVIA shares in Q2 2026, an estimated $156K.
IQVIA made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #542 holding.
Baker Avenue Asset Management first reported a position in IQVIA in Q4 2021 and has held it in 10 quarters since.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.