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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
Q2 		$972K Sell
5,032
-275
-5% -$48K 0.13% 113
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
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

Lebenthal Global Advisors's IQV Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its IQVIA (IQV) stake by 5.2% in Q2 2026, selling an estimated $48K and leaving 5,032 shares worth $972K. The position accounts for 0.13% of the portfolio, ranked #113.

Lebenthal Global Advisors first reported a position in IQV in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Lebenthal Global Advisors held 5,032 shares of IQVIA worth $972K as of Q2 2026.
  • Lebenthal Global Advisors sold 275 IQVIA shares in Q2 2026, an estimated $48K.
  • IQVIA made up 0.13% of Lebenthal Global Advisors's portfolio in Q2 2026, its #113 holding.
  • Lebenthal Global Advisors first reported a position in IQVIA in Q2 2021 and has held it in 14 quarters since.
  • Lebenthal Global Advisors's IQVIA position peaked at $1.41M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.