Capital Analysts LLC’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6K | Sell |
35
-9
| -20% | -$1.76K | ﹤0.01% | 1337 |
|
|
2025
Q4 | $10K | Hold |
44
| – | – | ﹤0.01% | 1244 |
|
|
2025
Q3 | $8K | Sell |
44
-3
| -6% | -$546 | ﹤0.01% | 1241 |
|
|
2025
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 1197 |
|
|
2025
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q4 | $9K | Sell |
47
-11
| -19% | -$2.32K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $14K | Buy |
+58
| New | +$13.7K | ﹤0.01% | 962 |
|
|
2023
Q3 | – | Sell |
-199
| Closed | -$45K | – | 1181 |
|
|
2023
Q2 | $45K | Sell |
199
-56
| -22% | -$11.2K | ﹤0.01% | 605 |
|
|
2023
Q1 | $51K | Hold |
255
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $52K | Sell |
255
-176
| -41% | -$35.7K | ﹤0.01% | 614 |
|
|
2022
Q3 | $78K | Hold |
431
| – | – | 0.01% | 488 |
|
|
2022
Q2 | $94K | Hold |
431
| – | – | 0.01% | 441 |
|
|
2022
Q1 | $100K | Hold |
431
| – | – | 0.01% | 431 |
|
|
2021
Q4 | $122K | Hold |
431
| – | – | 0.01% | 415 |
|
|
2021
Q3 | $103K | Sell |
431
-48
| -10% | -$12.1K | 0.01% | 446 |
|
|
2021
Q2 | $116K | Sell |
479
-117
| -20% | -$27K | 0.01% | 418 |
|
|
2021
Q1 | $115K | Buy |
596
+47
| +9% | +$8.82K | 0.01% | 429 |
|
|
2020
Q4 | $98K | Hold |
549
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $87K | Hold |
549
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $78K | Hold |
549
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $59K | Hold |
549
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $85K | Hold |
549
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $82K | Hold |
549
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $88K | Hold |
549
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $78K | Sell |
549
-66
| -11% | -$8.8K | 0.01% | 285 |
|
|
2018
Q4 | $71K | Hold |
615
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $80K | Hold |
615
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $61K | Hold |
615
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $60K | Hold |
615
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $60K | Hold |
615
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $58K | Hold |
615
| – | – | 0.01% | 293 |
|
|
2017
Q2 | $55K | Buy |
615
+204
| +50% | +$17.2K | 0.01% | 298 |
|
|
2017
Q1 | $33.1K | Buy |
411
+219
| +114% | +$17.1K | 0.01% | 290 |
|
|
2016
Q4 | $15K | Buy |
+192
| New | +$14.7K | ﹤0.01% | 322 |
|
Other funds holding IQV
VCM
VPM
Capital Analysts LLC's IQV Position: Q1 2026 in Review
Capital Analysts LLC reduced its IQVIA (IQV) stake by 20% in Q1 2026, selling an estimated $1.76K and leaving 35 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.
Capital Analysts LLC first reported a position in IQV in Q4 2016 and has held it in 34 quarters since. The position peaked at $122K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Capital Analysts LLC held 35 shares of IQVIA worth $6K as of Q1 2026.
- Capital Analysts LLC sold 9 IQVIA shares in Q1 2026, an estimated $1.76K.
- IQVIA made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1337 holding.
- Capital Analysts LLC first reported a position in IQVIA in Q4 2016 and has held it in 34 quarters since.
- Capital Analysts LLC's IQVIA position peaked at $122K in Q4 2021.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.