Capstone Investment Advisors
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Capstone Investment Advisors’s IQVIA IQV Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-12,206
Closed -$2.32M – 1825
2025
Q3 		$2.32M Buy
+12,206
New +$2.22M ﹤0.01% 721
2025
Q1 		– Sell
-3,589
Closed -$705K – 1617
2024
Q4 		$705K Sell
3,589
-55
-2% -$11.6K ﹤0.01% 1185
2024
Q3 		$864K Sell
3,644
-750
-17% -$177K ﹤0.01% 1006
2024
Q2 		$929K Sell
4,394
-1,717
-28% -$390K ﹤0.01% 1014
2024
Q1 		$1.55M Buy
6,111
+4,845
+383% +$1.13M 0.01% 905
2023
Q4 		$293K Sell
1,266
-11,190
-90% -$2.3M ﹤0.01% 1601
2023
Q3 		$2.45M Buy
12,456
+11,596
+1,348% +$2.52M 0.01% 657
2023
Q2 		$193K Sell
860
-6,113
-88% -$1.23M ﹤0.01% 1562
2023
Q1 		$1.39M Buy
+6,973
New +$1.49M 0.01% 697
2022
Q4 		– Sell
-1,513
Closed -$274K – 1580
2022
Q3 		$274K Buy
+1,513
New +$331K ﹤0.01% 1404
2022
Q2 		– Sell
-900
Closed -$195K – 1974
2022
Q1 		$208K Buy
+900
New +$213K ﹤0.01% 1684
2021
Q4 		– Sell
-38
Closed -$9.86K – 1960
2021
Q3 		$9K Buy
+38
New +$9.59K ﹤0.01% 1954
2021
Q1 		– Sell
-1,936
Closed -$363K – 1810
2020
Q4 		$347K Buy
+1,936
New +$326K ﹤0.01% 1337
2020
Q2 		– Sell
-9,008
Closed -$1.22M – 1338
2020
Q1 		$972K Buy
9,008
+4,880
+118% +$697K 0.02% 720
2019
Q4 		$638K Buy
+4,128
New +$603K ﹤0.01% 1099
2018
Q1 		– Sell
-10,600
Closed -$1.04M – 447
2017
Q4 		$1.04M Buy
+10,600
New +$1.08M 0.03% 193
2017
Q2 		– Sell
-21,660
Closed -$1.74M – 783
2017
Q1 		$1.74M Buy
21,660
+5,760
+36% +$450K 0.04% 313
2016
Q4 		$1.21M Buy
15,900
+3,004
+23% +$230K 0.04% 367
2016
Q3 		$1.04M Buy
+12,896
New +$977K 0.02% 366

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capstone Investment Advisors's IQV Position: Q4 2025 in Review

Capstone Investment Advisors sold out of IQVIA (IQV) in Q4 2025, closing a stake of 12,206 shares — an estimated $2.32M sold.

Capstone Investment Advisors first reported a position in IQV in Q3 2016 and held it in 19 quarters. The position peaked at $2.45M in Q3 2023. 1,143 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Capstone Investment Advisors reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,206 IQVIA shares in Q4 2025, an estimated $2.32M.
  • Capstone Investment Advisors first reported a position in IQVIA in Q3 2016 and held it in 19 quarters.
  • Capstone Investment Advisors's IQVIA position peaked at $2.45M in Q3 2023.
  • 1,143 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.