Caldwell Sutter Capital’s IQVIA IQV Stock Holding History

Caldwell Sutter Capital’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	$2.32K	Hold	12	–	–	﹤0.01%	783
2026 Q1	$2.05K	Hold	12	–	–	﹤0.01%	754
2025 Q4	$2.71K	Hold	12	–	–	﹤0.01%	708
2025 Q3	$2.28K	Hold	12	–	–	﹤0.01%	728
2025 Q2	$1.89K	Hold	12	–	–	﹤0.01%	727
2025 Q1	$2.12K	Hold	12	–	–	﹤0.01%	725
2024 Q4	$2.36K	Hold	12	–	–	﹤0.01%	727
2024 Q3	$2.84K	Hold	12	–	–	﹤0.01%	717
2024 Q2	$2.54K	Hold	12	–	–	﹤0.01%	729
2024 Q1	$3.04K	Hold	12	–	–	﹤0.01%	702
2023 Q4	$2.78K	Sell	12 -9	-43%	-$1.85K	﹤0.01%	716
2023 Q3	$4.13K	Hold	21	–	–	﹤0.01%	627
2023 Q2	$4.72K	Buy	21 +18	+600%	+$3.61K	﹤0.01%	617
2023 Q1	$597	Buy	+3	New	+$641	﹤0.01%	547

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

Caldwell Sutter Capital's IQV Position: Q2 2026 in Review

Caldwell Sutter Capital held its IQVIA (IQV) position steady in Q2 2026 at 12 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Caldwell Sutter Capital first reported a position in IQV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.72K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Caldwell Sutter Capital held 12 shares of IQVIA worth $2.32K as of Q2 2026.
Caldwell Sutter Capital left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #783 holding.
Caldwell Sutter Capital first reported a position in IQVIA in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's IQVIA position peaked at $4.72K in Q2 2023.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.