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Burns Matteson Capital Management’s IQVIA IQV Stock Holding History

Burns Matteson 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
Q1 		– Sell
-2,675
Closed -$603K – 217
2025
Q4 		$603K Sell
2,675
-185
-6% -$40.3K 0.21% 73
2025
Q3 		$543K Sell
2,860
-47
-2% -$8.55K 0.21% 73
2025
Q2 		$458K Sell
2,907
-121
-4% -$18.2K 0.22% 90
2025
Q1 		$534K Sell
3,028
-661
-18% -$128K 0.29% 57
2024
Q4 		$725K Sell
3,689
-197
-5% -$41.5K 0.41% 48
2024
Q3 		$921K Sell
3,886
-97
-2% -$22.9K 0.52% 38
2024
Q2 		$842K Sell
3,983
-244
-6% -$55.4K 0.53% 39
2024
Q1 		$1.07M Sell
4,227
-25
-0.6% -$5.84K 0.69% 30
2023
Q4 		$985K Buy
4,252
+63
+2% +$12.9K 0.69% 27
2023
Q3 		$824K Buy
4,189
+142
+4% +$30.8K 0.53% 36
2023
Q2 		$910K Buy
4,047
+110
+3% +$22.1K 0.56% 34
2023
Q1 		$783K Buy
3,937
+29
+0.7% +$6.2K 0.5% 36
2022
Q4 		$801K Sell
3,908
-33
-0.8% -$6.69K 0.53% 40
2022
Q3 		$714K Buy
3,941
+135
+4% +$29.6K 0.53% 32
2022
Q2 		$826K Buy
3,806
+29
+0.8% +$6.3K 0.58% 30
2022
Q1 		$873K Buy
3,777
+320
+9% +$75.8K 0.61% 30
2021
Q4 		$975K Buy
3,457
+338
+11% +$87.7K 0.66% 31
2021
Q3 		$747K Buy
3,119
+165
+6% +$41.6K 0.57% 34
2021
Q2 		$716K Sell
2,954
-704
-19% -$163K 0.57% 28
2021
Q1 		$707K Buy
3,658
+92
+3% +$17.3K 0.68% 25
2020
Q4 		$639K Buy
+3,566
New +$601K 0.7% 29

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Burns Matteson Capital Management's IQV Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,675 shares — an estimated $603K sold.

Burns Matteson Capital Management first reported a position in IQV in Q4 2020 and held it in 21 quarters. The position peaked at $1.07M in Q1 2024. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Burns Matteson Capital Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,675 IQVIA shares in Q1 2026, an estimated $603K.
  • Burns Matteson Capital Management first reported a position in IQVIA in Q4 2020 and held it in 21 quarters.
  • Burns Matteson Capital Management's IQVIA position peaked at $1.07M in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.