CIA
IQV icon

Concurrent Investment Advisors’s IQVIA IQV Stock Holding History

Concurrent Investment Advisors’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
Q1 		$2.09M Buy
12,238
+290
+2% +$56.6K 0.02% 599
2025
Q4 		$2.69M Buy
11,948
+3,161
+36% +$688K 0.03% 481
2025
Q3 		$1.67M Sell
8,787
-461
-5% -$83.8K 0.03% 509
2025
Q2 		$1.46M Buy
9,248
+1,568
+20% +$236K 0.03% 505
2025
Q1 		$1.35M Buy
7,680
+2,166
+39% +$420K 0.03% 459
2024
Q4 		$1.08M Sell
5,514
-165
-3% -$34.8K 0.03% 471
2024
Q3 		$1.35M Buy
5,679
+301
+6% +$71K 0.04% 399
2024
Q2 		$1.14M Buy
5,378
+511
+10% +$116K 0.04% 397
2024
Q1 		$1.23M Sell
4,867
-1,692
-26% -$395K 0.05% 339
2023
Q4 		$1.52M Buy
+6,559
New +$1.35M 0.07% 269

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concurrent Investment Advisors's IQV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its IQVIA (IQV) stake by 2.4% in Q1 2026, buying an estimated $56.6K and bringing the position to 12,238 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #599.

Concurrent Investment Advisors first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.69M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Concurrent Investment Advisors held 12,238 shares of IQVIA worth $2.09M as of Q1 2026.
  • Concurrent Investment Advisors bought 290 IQVIA shares in Q1 2026, an estimated $56.6K.
  • IQVIA made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #599 holding.
  • Concurrent Investment Advisors first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's IQVIA position peaked at $2.69M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.