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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
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

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

Castleview Partners's IQV Position: Q2 2026 in Review

Castleview Partners opened a new position in IQVIA (IQV) in Q2 2026: 1,380 shares worth $267K. The stake represents 0.12% of the portfolio and ranks #176 among its holdings. This is a return to the name: Castleview Partners previously reported a position in IQV as recently as Q3 2025.

Castleview Partners first reported a position in IQV in Q4 2023 and has held it in 8 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Castleview Partners held 1,380 shares of IQVIA worth $267K as of Q2 2026.
  • IQVIA was a new Castleview Partners position in Q2 2026.
  • IQVIA made up 0.12% of Castleview Partners's portfolio in Q2 2026, its #176 holding.
  • Castleview Partners first reported a position in IQVIA in Q4 2023 and has held it in 8 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.