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Forte Capital’s IQVIA IQV Stock Holding History

Forte Capital’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
2025
Q2 		$4.22M Buy
26,809
+92
+0.3% +$13.8K 0.45% 49
2025
Q1 		$4.71M Sell
26,717
-364
-1% -$70.6K 0.56% 40
2024
Q4 		$5.32M Sell
27,081
-12,558
-32% -$2.65M 0.6% 39
2024
Q3 		$9.39M Sell
39,639
-55
-0.1% -$13K 1.06% 27
2024
Q2 		$8.39M Buy
39,694
+165
+0.4% +$37.5K 1.01% 29
2024
Q1 		$10M Buy
39,529
+1,879
+5% +$439K 1.24% 26
2023
Q4 		$8.71M Sell
37,650
-1,920
-5% -$394K 1.19% 26
2023
Q3 		$7.79M Buy
39,570
+610
+2% +$132K 1.2% 25
2023
Q2 		$8.76M Buy
38,960
+250
+0.6% +$50.2K 1.26% 24
2023
Q1 		$7.7M Buy
38,710
+5,755
+17% +$1.23M 1.18% 25
2022
Q4 		$6.75M Sell
32,955
-2,049
-6% -$416K 1.16% 25
2022
Q3 		$6.34M Buy
35,004
+2,170
+7% +$475K 1.15% 27
2022
Q2 		$7.13M Buy
32,834
+563
+2% +$122K 1.24% 25
2022
Q1 		$9.11M Sell
32,271
-105
-0.3% -$24.9K 1.15% 31
2021
Q4 		$9.13M Buy
32,376
+9,382
+41% +$2.43M 1.15% 31
2021
Q3 		$5.51M Buy
+22,994
New +$5.8M 0.75% 36

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forte Capital's IQV Position: Q2 2025 in Review

Forte Capital increased its IQVIA (IQV) stake by 0.34% in Q2 2025, buying an estimated $13.8K and bringing the position to 26,809 shares worth $4.22M. The position accounts for 0.45% of the portfolio, ranked #49.

Forte Capital first reported a position in IQV in Q3 2021 and has held it in 16 quarters since. The position peaked at $10M in Q1 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Forte Capital held 26,809 shares of IQVIA worth $4.22M as of Q2 2025.
  • Forte Capital bought 92 IQVIA shares in Q2 2025, an estimated $13.8K.
  • IQVIA made up 0.45% of Forte Capital's portfolio in Q2 2025, its #49 holding.
  • Forte Capital first reported a position in IQVIA in Q3 2021 and has held it in 16 quarters since.
  • Forte Capital's IQVIA position peaked at $10M in Q1 2024.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.