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
2026
Q1 		$341K Buy
+2,000
New +$390K ﹤0.01% 1312
2025
Q1 		– Sell
-1,900
Closed -$373K – 1618
2024
Q4 		$373K Sell
1,900
-1,600
-46% -$337K ﹤0.01% 1410
2024
Q3 		$829K Buy
3,500
+1,300
+59% +$307K ﹤0.01% 1032
2024
Q2 		$465K Buy
2,200
+1,500
+214% +$341K ﹤0.01% 1351
2024
Q1 		$177K Sell
700
-2,700
-79% -$630K ﹤0.01% 2041
2023
Q4 		$787K Sell
3,400
-19,500
-85% -$4M ﹤0.01% 1143
2023
Q3 		$4.51M Sell
22,900
-2,100
-8% -$456K 0.02% 459
2023
Q2 		$5.62M Buy
25,000
+800
+3% +$161K 0.03% 358
2023
Q1 		$4.81M Buy
+24,200
New +$5.17M 0.02% 372
2022
Q4 		– Sell
-7,600
Closed -$1.38M – 1581
2022
Q3 		$1.38M Buy
7,600
+5,600
+280% +$1.23M 0.01% 908
2022
Q2 		$434K Sell
2,000
-12,300
-86% -$2.67M ﹤0.01% 1283
2022
Q1 		$3.31M Buy
14,300
+1,300
+10% +$308K 0.01% 854
2021
Q4 		$3.67M Sell
13,000
-83,900
-87% -$21.8M 0.01% 918
2021
Q3 		$23.2M Sell
96,900
-1,800
-2% -$454K 0.05% 379
2021
Q2 		$23.9M Buy
98,700
+19,800
+25% +$4.57M 0.05% 311
2021
Q1 		$15.2M Buy
78,900
+48,300
+158% +$9.07M 0.04% 356
2020
Q4 		$5.48M Sell
30,600
-34,200
-53% -$5.76M 0.02% 560
2020
Q3 		$10.2M Buy
64,800
+9,400
+17% +$1.47M 0.05% 317
2020
Q2 		$7.86M Buy
55,400
+9,900
+22% +$1.34M 0.05% 315
2020
Q1 		$4.91M Buy
45,500
+6,100
+15% +$872K 0.08% 277
2019
Q4 		$6.09M Buy
39,400
+18,800
+91% +$2.74M 0.03% 487
2019
Q3 		$3.08M Buy
20,600
+8,600
+72% +$1.34M 0.02% 604
2019
Q2 		$1.93M Sell
12,000
-1,000
-8% -$140K 0.01% 747
2019
Q1 		$1.87M Buy
13,000
+6,600
+103% +$880K 0.02% 631
2018
Q4 		$743K Buy
+6,400
New +$775K 0.01% 709

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.