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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Evergreen Capital Management increased its IQVIA (IQV) stake by 6.8% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,464 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #1250.

Evergreen Capital Management first reported a position in IQV in Q4 2025 and has held it in 2 quarters since. The position peaked at $309K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Evergreen Capital Management held 1,464 shares of IQVIA worth $250K as of Q1 2026.
  • Evergreen Capital Management bought 93 IQVIA shares in Q1 2026, an estimated $18.1K.
  • IQVIA made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1250 holding.
  • Evergreen Capital Management first reported a position in IQVIA in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's IQVIA position peaked at $309K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.