CFO
IQV icon

Callan Family Office’s IQVIA IQV Stock Holding History

Callan Family Office’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 		$1.75M Sell
9,044
-260
-3% -$45.3K 0.03% 432
2026
Q1 		$1.59M Sell
9,304
-1,276
-12% -$249K 0.04% 423
2025
Q4 		$2.38M Buy
10,580
+5,455
+106% +$1.19M 0.05% 319
2025
Q3 		$973K Sell
5,125
-1,102
-18% -$200K 0.03% 381
2025
Q2 		$981K Buy
6,227
+4,819
+342% +$725K 0.03% 406
2025
Q1 		$248K Sell
1,408
-397
-22% -$77K 0.02% 475
2024
Q4 		$355K Buy
+1,805
New +$381K 0.02% 444

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Callan Family Office's IQV Position: Q2 2026 in Review

Callan Family Office reduced its IQVIA (IQV) stake by 2.8% in Q2 2026, selling an estimated $45.3K and leaving 9,044 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #432.

Callan Family Office first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Callan Family Office held 9,044 shares of IQVIA worth $1.75M as of Q2 2026.
  • Callan Family Office sold 260 IQVIA shares in Q2 2026, an estimated $45.3K.
  • IQVIA made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #432 holding.
  • Callan Family Office first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's IQVIA position peaked at $2.38M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.