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Evergreen Capital Management’s IQVIA IQV Stock Holding History

Evergreen 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
Q2 		$415K Buy
2,150
+686
+47% +$120K 0.01% 1017
2026
Q1 		$250K Buy
1,464
+93
+7% +$18.1K 0.01% 1250
2025
Q4 		$309K Buy
+1,371
New +$298K 0.01% 1015

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

Evergreen Capital Management's IQV Position: Q2 2026 in Review

Evergreen Capital Management increased its IQVIA (IQV) stake by 47% in Q2 2026, buying an estimated $120K and bringing the position to 2,150 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1017.

Evergreen Capital Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Evergreen Capital Management held 2,150 shares of IQVIA worth $415K as of Q2 2026.
  • Evergreen Capital Management bought 686 IQVIA shares in Q2 2026, an estimated $120K.
  • IQVIA made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1017 holding.
  • Evergreen Capital Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.