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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
Q2 		$2.68M Buy
13,880
+1,642
+13% +$286K 0.02% 625
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's IQV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its IQVIA (IQV) stake by 13% in Q2 2026, buying an estimated $286K and bringing the position to 13,880 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #625.

Concurrent Investment Advisors first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Concurrent Investment Advisors held 13,880 shares of IQVIA worth $2.68M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,642 IQVIA shares in Q2 2026, an estimated $286K.
  • IQVIA made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #625 holding.
  • Concurrent Investment Advisors first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's IQVIA position peaked at $2.69M in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.