Fiduciary Family Office’s IQVIA IQV Stock Holding History

Fiduciary 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 Q1	$1.57M	Buy	9,204 +1,161	+14%	+$227K	0.45%	48
2025 Q4	$1.81M	Buy	8,043 +1,890	+31%	+$411K	0.52%	37
2025 Q3	$1.17M	Buy	6,153 +2,702	+78%	+$491K	0.33%	55
2025 Q2	$544K	Sell	3,451 -2,005	-37%	-$302K	0.18%	117
2025 Q1	$962K	Buy	+5,456	New	+$1.06M	0.32%	65
2024 Q4	–	Sell	-5,666	Closed	-$1.34M	–	160
2024 Q3	$1.34M	Buy	5,666 +3,530	+165%	+$833K	0.44%	46
2024 Q2	$452K	Sell	2,136 -58	-3%	-$13.2K	0.18%	138
2024 Q1	$555K	Buy	2,194 +984	+81%	+$230K	0.22%	125
2023 Q4	$280K	Buy	+1,210	New	+$248K	0.12%	172

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

Fiduciary Family Office's IQV Position: Q1 2026 in Review

Fiduciary Family Office increased its IQVIA (IQV) stake by 14% in Q1 2026, buying an estimated $227K and bringing the position to 9,204 shares worth $1.57M. The position accounts for 0.45% of the portfolio, ranked #48.

Fiduciary Family Office first reported a position in IQV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.81M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Fiduciary Family Office held 9,204 shares of IQVIA worth $1.57M as of Q1 2026.
Fiduciary Family Office bought 1,161 IQVIA shares in Q1 2026, an estimated $227K.
IQVIA made up 0.45% of Fiduciary Family Office's portfolio in Q1 2026, its #48 holding.
Fiduciary Family Office first reported a position in IQVIA in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's IQVIA position peaked at $1.81M in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.