CFO
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CVA Family Office’s IQVIA IQV Stock Holding History

CVA Family Office’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 		$148K Buy
768
+21
+3% +$3.66K 0.01% 391
2026
Q1 		$127K Buy
747
+88
+13% +$17.2K 0.01% 403
2025
Q4 		$149K Buy
659
+5
+0.8% +$1.09K 0.02% 340
2025
Q3 		$124K Buy
654
+68
+12% +$12.4K 0.02% 377
2025
Q2 		$92.3K Buy
586
+401
+217% +$60.4K 0.01% 412
2025
Q1 		$32.6K Sell
185
-8
-4% -$1.55K 0.01% 589
2024
Q4 		$37.9K Buy
193
+15
+8% +$3.16K 0.01% 568
2024
Q3 		$42.2K Buy
178
+13
+8% +$3.07K 0.01% 535
2024
Q2 		$34.9K Sell
165
-2
-1% -$454 0.01% 554
2024
Q1 		$42.2K Sell
167
-18
-10% -$4.2K 0.01% 519
2023
Q4 		$42.8K Buy
+185
New +$38K 0.01% 504
2023
Q3 		– Sell
-255
Closed -$57.3K – 587
2023
Q2 		$57.3K Sell
255
-70
-22% -$14.1K 0.01% 416
2023
Q1 		$64.6K Buy
325
+10
+3% +$2.14K 0.01% 386
2022
Q4 		$64.5K Buy
315
+160
+103% +$32.5K 0.02% 363
2022
Q3 		$28K Sell
155
-120
-44% -$26.3K 0.01% 472
2022
Q2 		$60K Buy
275
+60
+28% +$13K 0.02% 327
2022
Q1 		$50K Sell
215
-40
-16% -$9.47K 0.01% 398
2021
Q4 		$72K Buy
+255
New +$66.2K 0.02% 297
2021
Q3 		– Sell
-255
Closed -$62K – 600
2021
Q2 		$62K Buy
255
+105
+70% +$24.2K 0.02% 329
2021
Q1 		$29K Buy
+150
New +$28.2K 0.01% 343

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

CVA Family Office's IQV Position: Q2 2026 in Review

CVA Family Office increased its IQVIA (IQV) stake by 2.8% in Q2 2026, buying an estimated $3.66K and bringing the position to 768 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #391.

CVA Family Office first reported a position in IQV in Q1 2021 and has held it in 20 quarters since. The position peaked at $149K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • CVA Family Office held 768 shares of IQVIA worth $148K as of Q2 2026.
  • CVA Family Office bought 21 IQVIA shares in Q2 2026, an estimated $3.66K.
  • IQVIA made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #391 holding.
  • CVA Family Office first reported a position in IQVIA in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's IQVIA position peaked at $149K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.