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Curi RMB Capital’s IQVIA IQV Stock Holding History

Curi RMB Capital’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 		$482K Sell
2,495
-24
-1% -$4.18K 0.01% 615
2026
Q1 		$430K Sell
2,519
-2,444
-49% -$477K 0.01% 639
2025
Q4 		$1.12M Buy
+4,963
New +$1.08M 0.02% 442
2025
Q2 		– Sell
-44,408
Closed -$7.83M – 672
2025
Q1 		$7.83M Sell
44,408
-1,617
-4% -$314K 0.19% 151
2024
Q4 		$9.04M Buy
46,025
+47
+0.1% +$9.91K 0.21% 143
2024
Q3 		$10.9M Sell
45,978
-8,098
-15% -$1.91M 0.25% 122
2024
Q2 		$11.4M Buy
54,076
+6,725
+14% +$1.53M 0.27% 110
2024
Q1 		$12M Buy
+47,351
New +$11.1M 0.27% 110

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

Curi RMB Capital's IQV Position: Q2 2026 in Review

Curi RMB Capital reduced its IQVIA (IQV) stake by 0.95% in Q2 2026, selling an estimated $4.18K and leaving 2,495 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #615.

Curi RMB Capital first reported a position in IQV in Q1 2024 and has held it in 8 quarters since. The position peaked at $12M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Curi RMB Capital held 2,495 shares of IQVIA worth $482K as of Q2 2026.
  • Curi RMB Capital sold 24 IQVIA shares in Q2 2026, an estimated $4.18K.
  • IQVIA made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #615 holding.
  • Curi RMB Capital first reported a position in IQVIA in Q1 2024 and has held it in 8 quarters since.
  • Curi RMB Capital's IQVIA position peaked at $12M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.