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Coerente Capital Management’s IQVIA IQV Stock Holding History

Coerente Capital 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 		$237K Hold
1,228
– – 0.04% 42
2026
Q1 		$209K Hold
1,228
– – 0.04% 45
2025
Q4 		$277K Buy
+1,228
New +$267K 0.05% 45

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Coerente Capital Management's IQV Position: Q2 2026 in Review

Coerente Capital Management held its IQVIA (IQV) position steady in Q2 2026 at 1,228 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #42.

Coerente Capital Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 418 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Coerente Capital Management held 1,228 shares of IQVIA worth $237K as of Q2 2026.
  • Coerente Capital Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.04% of Coerente Capital Management's portfolio in Q2 2026, its #42 holding.
  • Coerente Capital Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Coerente Capital Management's IQVIA position peaked at $277K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.