Capital Advisors Ltd’s IQVIA IQV Stock Holding History

Capital Advisors Ltd’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	$7K	Hold	34	–	–	﹤0.01%	909
2026 Q1	$6K	Sell	34 -6	-15%	-$1.17K	﹤0.01%	924
2025 Q4	$9K	Hold	40	–	–	﹤0.01%	835
2025 Q3	$8K	Buy	40 +6	+18%	+$1.09K	﹤0.01%	845
2025 Q2	$5K	Buy	34 +2	+6%	+$301	﹤0.01%	926
2025 Q1	$6K	Sell	32 -17	-35%	-$3.3K	﹤0.01%	885
2024 Q4	$10K	Buy	49 +13	+36%	+$2.74K	﹤0.01%	782
2024 Q3	$9K	Buy	36 +2	+6%	+$472	﹤0.01%	796
2024 Q2	$7K	Buy	34 +11	+48%	+$2.5K	﹤0.01%	832
2024 Q1	$6K	Buy	23 +3	+15%	+$700	﹤0.01%	839
2023 Q4	$5K	Sell	20 -3	-13%	-$616	﹤0.01%	840
2023 Q3	$5K	Sell	23 -4	-15%	-$869	﹤0.01%	821
2023 Q2	$6K	Buy	27 +22	+440%	+$4.42K	﹤0.01%	791
2023 Q1	$1K	Sell	5 -8	-62%	-$1.71K	﹤0.01%	1047
2022 Q4	$3K	Sell	13 -16	-55%	-$3.25K	﹤0.01%	771
2022 Q3	$5K	Buy	29 +20	+222%	+$4.38K	﹤0.01%	638
2022 Q2	$2K	Buy	+9	New	+$1.95K	﹤0.01%	671
2022 Q1	–	Sell	-3	Closed	-$1K	–	1057
2021 Q4	$1K	Buy	+3	New	+$779	﹤0.01%	688

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

Capital Advisors Ltd's IQV Position: Q2 2026 in Review

Capital Advisors Ltd held its IQVIA (IQV) position steady in Q2 2026 at 34 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Capital Advisors Ltd first reported a position in IQV in Q4 2021 and has held it in 18 quarters since. The position peaked at $10K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Capital Advisors Ltd held 34 shares of IQVIA worth $7K as of Q2 2026.
Capital Advisors Ltd left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #909 holding.
Capital Advisors Ltd first reported a position in IQVIA in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's IQVIA position peaked at $10K in Q4 2024.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.