Capstone Investment Advisors
IQV icon

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
Q1 		– Sell
-1,600
Closed -$314K – 1616
2024
Q4 		$314K Buy
1,600
+200
+14% +$42.2K ﹤0.01% 1473
2024
Q3 		$332K Sell
1,400
-100
-7% -$23.6K ﹤0.01% 1373
2024
Q2 		$317K Buy
1,500
+500
+50% +$114K ﹤0.01% 1565
2024
Q1 		$253K Sell
1,000
-1,000
-50% -$233K ﹤0.01% 1909
2023
Q4 		$463K Sell
2,000
-3,600
-64% -$739K ﹤0.01% 1379
2023
Q3 		$1.1M Sell
5,600
-1,700
-23% -$369K 0.01% 947
2023
Q2 		$1.64M Buy
7,300
+300
+4% +$60.2K 0.01% 701
2023
Q1 		$1.39M Buy
+7,000
New +$1.5M 0.01% 696
2022
Q4 		– Sell
-2,400
Closed -$435K – 1579
2022
Q3 		$435K Buy
2,400
+1,600
+200% +$351K ﹤0.01% 1319
2022
Q2 		$174K Sell
800
-2,300
-74% -$499K ﹤0.01% 1444
2022
Q1 		$717K Buy
3,100
+2,500
+417% +$592K ﹤0.01% 1418
2021
Q4 		$169K Sell
600
-20,200
-97% -$5.24M ﹤0.01% 1590
2021
Q3 		$4.98M Sell
20,800
-1,200
-5% -$303K 0.01% 858
2021
Q2 		$5.33M Sell
22,000
-900
-4% -$208K 0.01% 717
2021
Q1 		$4.42M Buy
22,900
+16,300
+247% +$3.06M 0.01% 681
2020
Q4 		$1.18M Sell
6,600
-14,500
-69% -$2.44M ﹤0.01% 1029
2020
Q3 		$3.33M Buy
21,100
+5,500
+35% +$862K 0.02% 637
2020
Q2 		$2.21M Buy
15,600
+7,300
+88% +$989K 0.01% 684
2020
Q1 		$895K Buy
8,300
+1,300
+19% +$186K 0.01% 743
2019
Q4 		$1.08M Buy
7,000
+600
+9% +$87.6K 0.01% 982
2019
Q3 		$956K Buy
6,400
+1,900
+42% +$296K 0.01% 956
2019
Q2 		$724K Buy
4,500
+400
+10% +$56.1K 0.01% 1038
2019
Q1 		$590K Buy
4,100
+3,100
+310% +$413K 0.01% 965
2018
Q4 		$116K Buy
+1,000
New +$121K ﹤0.01% 1102

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. 1,144 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.
  • 1,144 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.