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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
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 $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

Costello Asset Management's IQV Position: Q1 2026 in Review

Costello Asset Management held its IQVIA (IQV) position steady in Q1 2026 at 100 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #414.

Costello Asset Management first reported a position in IQV in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.5K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Costello Asset Management held 100 shares of IQVIA worth $17.1K as of Q1 2026.
  • Costello Asset Management left its IQVIA share count unchanged in Q1 2026.
  • IQVIA made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #414 holding.
  • Costello Asset Management first reported a position in IQVIA in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's IQVIA position peaked at $22.5K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.