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Cape Investment Advisory’s IQVIA IQV Stock Holding History

Cape Investment Advisory’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 		$1.82M Sell
9,394
-986
-9% -$172K 0.49% 40
2026
Q1 		$1.77M Sell
10,380
-290
-3% -$56.6K 0.59% 36
2025
Q4 		$2.41M Buy
10,670
+1,017
+11% +$221K 0.74% 27
2025
Q3 		$1.83M Sell
9,653
-1,057
-10% -$192K 1.8% 9
2025
Q2 		$1.69M Buy
10,710
+2,719
+34% +$409K 0.62% 34
2025
Q1 		$1.41M Sell
7,991
-304
-4% -$59K 0.56% 37
2024
Q4 		$1.63M Sell
8,295
-63
-0.8% -$13.3K 0.64% 36
2024
Q3 		$1.98M Buy
8,358
+1
+0% +$236 0.8% 26
2024
Q2 		$1.77M Sell
8,357
-7
-0.1% -$1.59K 0.79% 28
2024
Q1 		$2.12M Buy
8,364
+95
+1% +$22.2K 0.99% 17
2023
Q4 		$1.91M Buy
8,269
+92
+1% +$18.9K 0.94% 16
2023
Q3 		$1.61M Buy
8,177
+210
+3% +$45.6K 0.91% 17
2023
Q2 		$1.79M Sell
7,967
-21
-0.3% -$4.22K 1% 16
2023
Q1 		$1.59M Buy
+7,988
New +$1.71M 0.97% 18

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

Cape Investment Advisory's IQV Position: Q2 2026 in Review

Cape Investment Advisory reduced its IQVIA (IQV) stake by 9.5% in Q2 2026, selling an estimated $172K and leaving 9,394 shares worth $1.82M. The position accounts for 0.49% of the portfolio, ranked #40.

Cape Investment Advisory first reported a position in IQV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.41M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cape Investment Advisory held 9,394 shares of IQVIA worth $1.82M as of Q2 2026.
  • Cape Investment Advisory sold 986 IQVIA shares in Q2 2026, an estimated $172K.
  • IQVIA made up 0.49% of Cape Investment Advisory's portfolio in Q2 2026, its #40 holding.
  • Cape Investment Advisory first reported a position in IQVIA in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's IQVIA position peaked at $2.41M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.