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Holt Capital Partners’s IQVIA IQV Stock Holding History

Holt Capital Partners’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 		$1.43M Buy
7,385
+340
+5% +$59.3K 0.17% 78
2026
Q1 		$1.2M Buy
7,045
+164
+2% +$32K 0.16% 83
2025
Q4 		$1.55M Buy
6,881
+125
+2% +$27.2K 0.21% 72
2025
Q3 		$1.28M Buy
6,756
+25
+0.4% +$4.55K 0.21% 73
2025
Q2 		$1.06M Sell
6,731
-1
-0% -$151 0.18% 78
2025
Q1 		$1.19M Buy
6,732
+265
+4% +$51.4K 0.18% 83
2024
Q4 		$1.27M Buy
6,467
+142
+2% +$29.9K 0.19% 79
2024
Q3 		$1.5M Buy
6,325
+40
+0.6% +$9.44K 0.23% 72
2024
Q2 		$1.33M Sell
6,285
-40
-0.6% -$9.09K 0.28% 57
2024
Q1 		$1.6M Buy
6,325
+135
+2% +$31.5K 0.26% 61
2023
Q4 		$1.43M Hold
6,190
– – 0.26% 63
2023
Q3 		$1.22M Hold
6,190
– – 0.24% 68
2023
Q2 		$1.39M Buy
6,190
+80
+1% +$16.1K 0.26% 62
2023
Q1 		$1.22M Buy
6,110
+117
+2% +$25K 0.24% 65
2022
Q4 		$1.23M Sell
5,993
-132
-2% -$26.8K 0.25% 62
2022
Q3 		$1.11M Hold
6,125
– – 0.33% 54
2022
Q2 		$1.33M Sell
6,125
-75
-1% -$16.3K 0.28% 58
2022
Q1 		$1.43M Sell
6,200
-230
-4% -$54.5K 0.26% 66
2021
Q4 		$1.81M Hold
6,430
– – 0.32% 60
2021
Q3 		$1.54M Hold
6,430
– – 0.29% 63
2021
Q2 		$1.56M Hold
6,430
– – 0.3% 61
2021
Q1 		$1.24M Buy
6,430
+90
+1% +$16.9K 0.26% 66
2020
Q4 		$1.14M Buy
6,340
+1,250
+25% +$211K 0.26% 64
2020
Q3 		$802K Buy
5,090
+75
+1% +$11.8K 0.21% 74
2020
Q2 		$712K Hold
5,015
– – 0.2% 76
2020
Q1 		$541K Buy
5,015
+2,535
+102% +$362K 0.18% 77
2019
Q4 		$383K Buy
+2,480
New +$362K 0.1% 117

Other funds holding IQV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Holt Capital Partners's IQV Position: Q2 2026 in Review

Holt Capital Partners increased its IQVIA (IQV) stake by 4.8% in Q2 2026, buying an estimated $59.3K and bringing the position to 7,385 shares worth $1.43M. The position accounts for 0.17% of the portfolio, ranked #78.

Holt Capital Partners first reported a position in IQV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.81M in Q4 2021. 1,087 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Holt Capital Partners held 7,385 shares of IQVIA worth $1.43M as of Q2 2026.
  • Holt Capital Partners bought 340 IQVIA shares in Q2 2026, an estimated $59.3K.
  • IQVIA made up 0.17% of Holt Capital Partners's portfolio in Q2 2026, its #78 holding.
  • Holt Capital Partners first reported a position in IQVIA in Q4 2019 and has held it in 27 quarters since.
  • Holt Capital Partners's IQVIA position peaked at $1.81M in Q4 2021.
  • 1,087 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.