D.A. Davidson & Co’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Sell |
22,261
-4,929
| -18% | -$962K | 0.02% | 489 |
|
|
2025
Q4 | $6.13M | Buy |
27,190
+5,514
| +25% | +$1.2M | 0.04% | 336 |
|
|
2025
Q3 | $4.12M | Buy |
21,676
+2,063
| +11% | +$375K | 0.03% | 427 |
|
|
2025
Q2 | $3.09M | Buy |
19,613
+413
| +2% | +$62.2K | 0.02% | 475 |
|
|
2025
Q1 | $3.38M | Sell |
19,200
-221
| -1% | -$42.9K | 0.03% | 411 |
|
|
2024
Q4 | $3.82M | Sell |
19,421
-5,455
| -22% | -$1.15M | 0.03% | 375 |
|
|
2024
Q3 | $5.89M | Buy |
24,876
+375
| +2% | +$88.5K | 0.05% | 286 |
|
|
2024
Q2 | $5.18M | Buy |
24,501
+14,931
| +156% | +$3.39M | 0.05% | 294 |
|
|
2024
Q1 | $2.42M | Buy |
9,570
+403
| +4% | +$94.1K | 0.02% | 485 |
|
|
2023
Q4 | $2.12M | Sell |
9,167
-7,195
| -44% | -$1.48M | 0.02% | 488 |
|
|
2023
Q3 | $3.22M | Buy |
16,362
+879
| +6% | +$191K | 0.03% | 351 |
|
|
2023
Q2 | $3.48M | Sell |
15,483
-1,382
| -8% | -$277K | 0.04% | 342 |
|
|
2023
Q1 | $3.33M | Buy |
16,865
+1,783
| +12% | +$381K | 0.04% | 341 |
|
|
2022
Q4 | $3.11M | Buy |
15,082
+803
| +6% | +$163K | 0.04% | 338 |
|
|
2022
Q3 | $2.59M | Sell |
14,279
-31
| -0.2% | -$6.79K | 0.03% | 358 |
|
|
2022
Q2 | $3.1M | Sell |
14,310
-8
| -0.1% | -$1.74K | 0.04% | 328 |
|
|
2022
Q1 | $3.31M | Sell |
14,318
-1,707
| -11% | -$404K | 0.04% | 341 |
|
|
2021
Q4 | $4.53M | Sell |
16,025
-61
| -0.4% | -$15.8K | 0.05% | 283 |
|
|
2021
Q3 | $3.85M | Sell |
16,086
-437
| -3% | -$110K | 0.04% | 304 |
|
|
2021
Q2 | $4M | Sell |
16,523
-100
| -0.6% | -$23.1K | 0.05% | 298 |
|
|
2021
Q1 | $3.21M | Buy |
16,623
+68
| +0.4% | +$12.8K | 0.04% | 316 |
|
|
2020
Q4 | $2.95M | Buy |
16,555
+479
| +3% | +$80.7K | 0.05% | 288 |
|
|
2020
Q3 | $2.53M | Buy |
16,076
+1,840
| +13% | +$288K | 0.04% | 279 |
|
|
2020
Q2 | $2.02M | Sell |
14,236
-50
| -0.3% | -$6.78K | 0.04% | 298 |
|
|
2020
Q1 | $1.58M | Sell |
14,286
-179
| -1% | -$25.6K | 0.03% | 362 |
|
|
2019
Q4 | $2.23M | Buy |
14,465
+2,363
| +20% | +$345K | 0.04% | 344 |
|
|
2019
Q3 | $1.81M | Buy |
12,102
+1,102
| +10% | +$171K | 0.03% | 364 |
|
|
2019
Q2 | $1.77M | Sell |
11,000
-666
| -6% | -$93.4K | 0.03% | 359 |
|
|
2019
Q1 | $1.37M | Buy |
11,666
+1,346
| +13% | +$179K | 0.02% | 439 |
|
|
2018
Q4 | $1.2M | Buy |
10,320
+4,812
| +87% | +$583K | 0.02% | 440 |
|
|
2018
Q3 | $715K | Buy |
+5,508
| New | +$661K | 0.01% | 601 |
|
|
2017
Q3 | – | Sell |
-1,491
| Closed | -$133K | – | 1534 |
|
|
2017
Q2 | $133K | Sell |
1,491
-16
| -1% | -$1.35K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $121K | Sell |
1,507
-157
| -9% | -$12.3K | ﹤0.01% | 1164 |
|
|
2016
Q4 | $124K | Buy |
1,664
+1,499
| +908% | +$115K | ﹤0.01% | 1208 |
|
|
2016
Q3 | $13K | Buy |
165
+31
| +23% | +$2.35K | ﹤0.01% | 1975 |
|
|
2016
Q2 | $8K | Buy |
134
+69
| +106% | +$4.62K | ﹤0.01% | 2023 |
|
|
2016
Q1 | $4K | Buy |
+65
| New | +$4.11K | ﹤0.01% | 2076 |
|
Other funds holding IQV
VCM
VPM
D.A. Davidson & Co's IQV Position: Q1 2026 in Review
D.A. Davidson & Co reduced its IQVIA (IQV) stake by 18% in Q1 2026, selling an estimated $962K and leaving 22,261 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #489.
D.A. Davidson & Co first reported a position in IQV in Q1 2016 and has held it in 37 quarters since. The position peaked at $6.13M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- D.A. Davidson & Co held 22,261 shares of IQVIA worth $3.8M as of Q1 2026.
- D.A. Davidson & Co sold 4,929 IQVIA shares in Q1 2026, an estimated $962K.
- IQVIA made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #489 holding.
- D.A. Davidson & Co first reported a position in IQVIA in Q1 2016 and has held it in 37 quarters since.
- D.A. Davidson & Co's IQVIA position peaked at $6.13M in Q4 2025.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.