Everence Capital Management’s IQVIA IQV Stock Holding History

Everence Capital 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	$442K	Buy	2,589 +344	+15%	+$67.1K	0.03%	416
2025 Q4	$506K	Hold	2,245	–	–	0.03%	391
2025 Q3	$426K	Buy	+2,245	New	+$408K	0.03%	451
2025 Q2	–	Sell	-2,920	Closed	-$515K	–	817
2025 Q1	$515K	Hold	2,920	–	–	0.04%	360
2024 Q4	$574K	Sell	2,920 -2,778	-49%	-$586K	0.04%	324
2024 Q3	$1.35M	Hold	5,698	–	–	0.09%	180
2024 Q2	$1.32K	Hold	5,698	–	–	0.09%	185
2024 Q1	$1.44K	Hold	5,698	–	–	0.1%	182
2023 Q4	$1.32M	Hold	5,698	–	–	0.09%	190
2023 Q3	$1.12K	Hold	5,698	–	–	0.09%	188
2023 Q2	$1.12M	Hold	5,698	–	–	0.09%	192
2023 Q1	$1.13K	Hold	5,698	–	–	0.09%	192
2022 Q4	$1.17K	Sell	5,698 -2,190	-28%	-$444K	0.1%	183
2022 Q3	$1.43M	Hold	7,888	–	–	0.13%	137
2022 Q2	$1.71M	Hold	7,888	–	–	0.15%	122
2022 Q1	$1.82M	Hold	7,888	–	–	0.14%	130
2021 Q4	$2.23M	Buy	7,888 +2,200	+39%	+$571K	0.17%	110
2021 Q3	$1.36M	Hold	5,688	–	–	0.11%	155
2021 Q2	$1.38M	Hold	5,688	–	–	0.11%	154
2021 Q1	$1.1M	Hold	5,688	–	–	0.1%	170
2020 Q4	$1.02M	Hold	5,688	–	–	0.1%	167
2020 Q3	$897K	Buy	5,688 +2,920	+105%	+$458K	0.1%	165
2020 Q2	$414K	Hold	2,768	–	–	0.05%	352
2020 Q1	$299K	Hold	2,768	–	–	0.04%	378
2019 Q4	$428K	Buy	+2,768	New	+$404K	0.06%	339
2019 Q1	–	Sell	-2,740	Closed	-$317K	–	636
2018 Q4	$317K	Hold	2,740	–	–	0.07%	281
2018 Q3	$355K	Hold	2,740	–	–	0.07%	286
2018 Q2	$274K	Hold	2,740	–	–	0.06%	325
2018 Q1	$269K	Hold	2,740	–	–	0.06%	325
2017 Q4	$268K	Buy	+2,740	New	+$279K	0.06%	327

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Everence Capital Management's IQV Position: Q1 2026 in Review

Everence Capital Management increased its IQVIA (IQV) stake by 15% in Q1 2026, buying an estimated $67.1K and bringing the position to 2,589 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #416.

Everence Capital Management first reported a position in IQV in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.23M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Everence Capital Management held 2,589 shares of IQVIA worth $442K as of Q1 2026.
Everence Capital Management bought 344 IQVIA shares in Q1 2026, an estimated $67.1K.
IQVIA made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #416 holding.
Everence Capital Management first reported a position in IQVIA in Q4 2017 and has held it in 30 quarters since.
Everence Capital Management's IQVIA position peaked at $2.23M in Q4 2021.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.