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Capital Performance Advisors’s IQVIA IQV Stock Holding History

Capital Performance Advisors’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
Q1 		– Sell
-1,572
Closed -$354K – 491
2025
Q4 		$354K Buy
1,572
+251
+19% +$54.6K 0.03% 278
2025
Q3 		$251K Buy
+1,321
New +$240K 0.04% 258
2024
Q4 		– Sell
-115
Closed -$27.3K – 1382
2024
Q3 		$27.3K Buy
+115
New +$27.1K 0.01% 513

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Performance Advisors's IQV Position: Q1 2026 in Review

Capital Performance Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,572 shares — an estimated $354K sold.

Capital Performance Advisors first reported a position in IQV in Q3 2024 and held it in 3 quarters. The position peaked at $354K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Capital Performance Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,572 IQVIA shares in Q1 2026, an estimated $354K.
  • Capital Performance Advisors first reported a position in IQVIA in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's IQVIA position peaked at $354K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.