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Costello Asset Management’s IQVIA IQV Stock Holding History

Costello 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 		$19.3K Hold
100
– – 0.01% 406
2026
Q1 		$17.1K Hold
100
– – 0.01% 414
2025
Q4 		$22.5K Hold
100
– – 0.01% 358
2025
Q3 		$19K Hold
100
– – 0.01% 380
2025
Q2 		$15.8K Hold
100
– – 0.01% 411
2025
Q1 		$17.6K Buy
+100
New +$19.4K 0.01% 362

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

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

Costello Asset Management held its IQVIA (IQV) position steady in Q2 2026 at 100 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Costello Asset Management first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.5K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Costello Asset Management held 100 shares of IQVIA worth $19.3K as of Q2 2026.
  • Costello Asset Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #406 holding.
  • Costello Asset Management first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's IQVIA position peaked at $22.5K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.