CCP
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Carmel Capital Partners’s IQVIA IQV Stock Holding History

Carmel Capital Partners’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
Q2 		– Sell
-17,226
Closed -$2.94M – 156
2026
Q1 		$2.94M Buy
17,226
+2,137
+14% +$417K 1.06% 28
2025
Q4 		$3.4M Buy
15,089
+5,046
+50% +$1.1M 1.19% 21
2025
Q3 		$1.91M Sell
10,043
-4,835
-32% -$879K 0.8% 28
2025
Q2 		$2.34M Buy
14,878
+4,115
+38% +$619K 0.82% 30
2025
Q1 		$1.9M Sell
10,763
-633
-6% -$123K 0.75% 29
2024
Q4 		$2.24M Buy
11,396
+3,838
+51% +$809K 0.9% 22
2024
Q3 		$1.79M Buy
7,558
+721
+11% +$170K 0.69% 27
2024
Q2 		$1.45M Buy
6,837
+248
+4% +$56.3K 0.61% 34
2024
Q1 		$1.67M Sell
6,589
-21
-0.3% -$4.9K 0.69% 28
2023
Q4 		$1.53M Buy
6,610
+67
+1% +$13.8K 0.78% 27
2023
Q3 		$1.29M Hold
6,543
– – 0.58% 33
2023
Q2 		$1.47M Buy
6,543
+1,227
+23% +$246K 0.76% 24
2023
Q1 		$1.06M Buy
5,316
+296
+6% +$63.3K 0.63% 33
2022
Q4 		$1.03M Sell
5,020
-176
-3% -$35.7K 0.71% 26
2022
Q3 		$941K Buy
5,196
+152
+3% +$33.3K 0.91% 30
2022
Q2 		$1.09M Sell
5,044
-1,092
-18% -$237K 1.02% 20
2022
Q1 		$1.42M Sell
6,136
-7
-0.1% -$1.66K 1.19% 14
2021
Q4 		$1.73M Buy
+6,143
New +$1.59M 1.29% 8

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carmel Capital Partners's IQV Position: Q2 2026 in Review

Carmel Capital Partners sold out of IQVIA (IQV) in Q2 2026, closing a stake of 17,226 shares — an estimated $2.94M sold.

Carmel Capital Partners first reported a position in IQV in Q4 2021 and held it in 18 quarters. The position peaked at $3.4M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Carmel Capital Partners reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 17,226 IQVIA shares in Q2 2026, an estimated $2.94M.
  • Carmel Capital Partners first reported a position in IQVIA in Q4 2021 and held it in 18 quarters.
  • Carmel Capital Partners's IQVIA position peaked at $3.4M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.