LGA
IQV icon

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
2024
Q3 		– Sell
-200
Closed -$42.3K – 192
2024
Q2 		$42.3K Buy
+200
New +$45.4K 0.01% 179

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
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.