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Claret Asset Management’s IQVIA IQV Stock Holding History

Claret Asset Management’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 		$822K Sell
4,254
-270
-6% -$47.1K 0.09% 95
2026
Q1 		$772K Hold
4,524
– – 0.09% 90
2025
Q4 		$1.02M Sell
4,524
-3
-0.1% -$653 0.12% 82
2025
Q3 		$860K Buy
4,527
+49
+1% +$8.91K 0.1% 91
2025
Q2 		$706K Buy
+4,478
New +$674K 0.09% 96
2024
Q4 		– Sell
-918
Closed -$218K – 327
2024
Q3 		$218K Buy
+918
New +$217K 0.04% 264

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

Claret Asset Management's IQV Position: Q2 2026 in Review

Claret Asset Management reduced its IQVIA (IQV) stake by 6% in Q2 2026, selling an estimated $47.1K and leaving 4,254 shares worth $822K. The position accounts for 0.09% of the portfolio, ranked #95.

Claret Asset Management first reported a position in IQV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Claret Asset Management held 4,254 shares of IQVIA worth $822K as of Q2 2026.
  • Claret Asset Management sold 270 IQVIA shares in Q2 2026, an estimated $47.1K.
  • IQVIA made up 0.09% of Claret Asset Management's portfolio in Q2 2026, its #95 holding.
  • Claret Asset Management first reported a position in IQVIA in Q3 2024 and has held it in 6 quarters since.
  • Claret Asset Management's IQVIA position peaked at $1.02M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.