CoreCap Advisors
IQV icon

CoreCap Advisors’s IQVIA IQV Stock Holding History

CoreCap 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
Q3 		$4.3K Buy
16
+4
+33% +$967 ﹤0.01% 2296
2026
Q2 		$2.32K Sell
12
-5
-29% -$872 ﹤0.01% 2502
2026
Q1 		$2.9K Buy
17
+9
+113% +$1.76K ﹤0.01% 2319
2025
Q4 		$1.8K Buy
8
+6
+300% +$1.3K ﹤0.01% 2497
2025
Q3 		$380 Buy
+2
New +$364 ﹤0.01% 2604
2025
Q2 		– Sell
-41
Closed -$7.23K – 3000
2025
Q1 		$7.23K Buy
41
+11
+37% +$2.13K ﹤0.01% 1955
2024
Q4 		$5.9K Sell
30
-5
-14% -$1.05K ﹤0.01% 1938
2024
Q3 		$8.29K Sell
35
-14
-29% -$3.3K ﹤0.01% 1845
2024
Q2 		$10.4K Buy
49
+1
+2% +$227 ﹤0.01% 1051
2024
Q1 		$12.1K Buy
+48
New +$11.2K ﹤0.01% 1680
2022
Q4 		$6.97K Buy
+34
New +$6.9K ﹤0.01% 1653
2022
Q3 		– Sell
-54
Closed -$12K – 1285
2022
Q2 		$12K Buy
+54
New +$11.7K ﹤0.01% 1425
2022
Q1 		– Sell
-72
Closed -$20K – 1286
2021
Q4 		$20K Buy
+72
New +$18.7K ﹤0.01% 1325

Other funds holding IQV

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

CoreCap Advisors's IQV Position: Q3 2026 in Review

CoreCap Advisors increased its IQVIA (IQV) stake by 33% in Q3 2026, buying an estimated $967 and bringing the position to 16 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

CoreCap Advisors first reported a position in IQV in Q4 2021 and has held it in 13 quarters since. The position peaked at $20K in Q4 2021. 229 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • CoreCap Advisors held 16 shares of IQVIA worth $4.3K as of Q3 2026.
  • CoreCap Advisors bought 4 IQVIA shares in Q3 2026, an estimated $967.
  • IQVIA made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2296 holding.
  • CoreCap Advisors first reported a position in IQVIA in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's IQVIA position peaked at $20K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.