Lebenthal Global Advisors’s IQVIA IQV Stock Holding History

Lebenthal Global Advisors’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	$905K	Sell	5,307 -962	-15%	-$188K	0.13%	120
2025 Q4	$1.41M	Buy	6,269 +86	+1%	+$18.7K	0.22%	75
2025 Q3	$1.17M	Sell	6,183 -125	-2%	-$22.7K	0.21%	81
2025 Q2	$994K	Buy	6,308 +3,039	+93%	+$458K	0.19%	79
2025 Q1	$576K	Buy	3,269 +1,475	+82%	+$286K	0.11%	120
2024 Q4	$353K	Sell	1,794 -945	-35%	-$199K	0.06%	158
2024 Q3	$649K	Buy	2,739 +1,740	+174%	+$411K	0.13%	103
2024 Q2	$211K	Buy	999 +13	+1%	+$2.95K	0.05%	172
2024 Q1	$249K	Buy	986 +80	+9%	+$18.7K	0.06%	174
2023 Q4	$210K	Buy	+906	New	+$186K	0.05%	184
2022 Q1	–	Sell	-1,405	Closed	-$396K	–	164
2021 Q4	$396K	Sell	1,405 -2,096	-60%	-$544K	0.16%	103
2021 Q3	$838K	Buy	3,501 +1,542	+79%	+$389K	0.53%	28
2021 Q2	$474K	Buy	+1,959	New	+$452K	0.25%	75

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

Lebenthal Global Advisors's IQV Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its IQVIA (IQV) stake by 15% in Q1 2026, selling an estimated $188K and leaving 5,307 shares worth $905K. The position accounts for 0.13% of the portfolio, ranked #120.

Lebenthal Global Advisors first reported a position in IQV in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Lebenthal Global Advisors held 5,307 shares of IQVIA worth $905K as of Q1 2026.
Lebenthal Global Advisors sold 962 IQVIA shares in Q1 2026, an estimated $188K.
IQVIA made up 0.13% of Lebenthal Global Advisors's portfolio in Q1 2026, its #120 holding.
Lebenthal Global Advisors first reported a position in IQVIA in Q2 2021 and has held it in 13 quarters since.
Lebenthal Global Advisors's IQVIA position peaked at $1.41M in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.