Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$348K Buy
2,041
+110
+6% +$21.5K 0.15% 129
2025
Q4
$435K Buy
1,931
+193
+11% +$42K 0.19% 117
2025
Q3
$330K Buy
1,738
+93
+6% +$16.9K 0.15% 123
2025
Q2
$259K Sell
1,645
-435
-21% -$65.5K 0.12% 151
2025
Q1
$367K Sell
2,080
-246
-11% -$47.7K 0.21% 96
2024
Q4
$457K Buy
+2,326
New +$491K 0.26% 94

Other funds holding IQV

Haven Private's IQV Position: Q1 2026 in Review

Haven Private increased its IQVIA (IQV) stake by 5.7% in Q1 2026, buying an estimated $21.5K and bringing the position to 2,041 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #129.

Haven Private first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Haven Private held 2,041 shares of IQVIA worth $348K as of Q1 2026.
  • Haven Private bought 110 IQVIA shares in Q1 2026, an estimated $21.5K.
  • IQVIA made up 0.15% of Haven Private's portfolio in Q1 2026, its #129 holding.
  • Haven Private first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's IQVIA position peaked at $457K in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.