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Castleview Partners’s IQVIA IQV Stock Holding History

Castleview 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
Q3 		$317K Sell
1,180
-200
-14% -$48.3K 0.14% 157
2026
Q2 		$267K Buy
+1,380
New +$241K 0.12% 176
2025
Q4 		– Sell
-1,130
Closed -$215K – 201
2025
Q3 		$215K Sell
1,130
-213
-16% -$38.7K 0.12% 165
2025
Q2 		$212K Buy
+1,343
New +$202K 0.14% 166
2025
Q1 		– Sell
-120
Closed -$23.4K – 363
2024
Q4 		$23.4K Hold
120
– – 0.01% 449
2024
Q3 		$28.4K Hold
120
– – 0.02% 401
2024
Q2 		$25.4K Hold
120
– – 0.01% 409
2024
Q1 		$30.3K Hold
120
– – 0.02% 414
2023
Q4 		$27.8K Buy
+120
New +$24.6K 0.02% 391

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Castleview Partners's IQV Position: Q3 2026 in Review

Castleview Partners reduced its IQVIA (IQV) stake by 14% in Q3 2026, selling an estimated $48.3K and leaving 1,180 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #157.

Castleview Partners first reported a position in IQV in Q4 2023 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Castleview Partners held 1,180 shares of IQVIA worth $317K as of Q3 2026.
  • Castleview Partners sold 200 IQVIA shares in Q3 2026, an estimated $48.3K.
  • IQVIA made up 0.14% of Castleview Partners's portfolio in Q3 2026, its #157 holding.
  • Castleview Partners first reported a position in IQVIA in Q4 2023 and has held it in 9 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.