Financial Insights’s IQVIA IQV Stock Holding History

Financial Insights’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	$242K	Buy	+1,250	New	+$218K	0.06%	133
2026 Q1	–	Sell	-1,107	Closed	-$250K	–	133
2025 Q4	$250K	Sell	1,107 -502	-31%	-$109K	0.08%	109
2025 Q3	$306K	Buy	+1,609	New	+$293K	0.1%	98
2025 Q1	–	Sell	-1,019	Closed	-$200K	–	116
2024 Q4	$200K	Sell	1,019 -893	-47%	-$188K	0.07%	108
2024 Q3	$453K	Sell	1,912 -1,801	-49%	-$425K	0.14%	91
2024 Q2	$785K	Sell	3,713 -1,006	-21%	-$229K	0.22%	71
2024 Q1	$1.19M	Sell	4,719 -369	-7%	-$86.1K	0.33%	59
2023 Q4	$1.18M	Buy	5,088 +130	+3%	+$26.7K	0.37%	53
2023 Q3	$897K	Buy	4,958 +1,089	+28%	+$236K	0.32%	59
2023 Q2	$870K	Buy	3,869 +1,140	+42%	+$229K	0.32%	56
2023 Q1	$543K	Buy	+2,729	New	+$583K	0.22%	74

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Insights's IQV Position: Q2 2026 in Review

Financial Insights opened a new position in IQVIA (IQV) in Q2 2026: 1,250 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Financial Insights previously reported a position in IQV as recently as Q4 2025.

Financial Insights first reported a position in IQV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Financial Insights held 1,250 shares of IQVIA worth $242K as of Q2 2026.
IQVIA was a new Financial Insights position in Q2 2026.
IQVIA made up 0.06% of Financial Insights's portfolio in Q2 2026, its #133 holding.
Financial Insights first reported a position in IQVIA in Q1 2023 and has held it in 11 quarters since.
Financial Insights's IQVIA position peaked at $1.19M in Q1 2024.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.