LRIA
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Leonard Rickey Investment Advisors’s IQVIA IQV Stock Holding History

Leonard Rickey Investment 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 		$336K Buy
1,973
+159
+9% +$31K 0.06% 88
2025
Q4 		$409K Buy
1,814
+58
+3% +$12.6K 0.07% 80
2025
Q3 		$334K Buy
1,756
+251
+17% +$45.6K 0.06% 85
2025
Q2 		$237K Buy
1,505
+166
+12% +$25K 0.05% 105
2025
Q1 		$202K Sell
1,339
-115
-8% -$22.3K 0.04% 107
2024
Q4 		$286K Buy
1,454
+2
+0.1% +$422 0.07% 88
2024
Q3 		$344K Buy
1,452
+42
+3% +$9.91K 0.08% 73
2024
Q2 		$298K Buy
1,410
+350
+33% +$79.5K 0.07% 78
2024
Q1 		$268K Buy
1,060
+18
+2% +$4.2K 0.07% 75
2023
Q4 		$241K Sell
1,042
-12
-1% -$2.46K 0.07% 72
2023
Q3 		$207K Buy
1,054
+88
+9% +$19.1K 0.07% 79
2023
Q2 		$217K Buy
+966
New +$194K 0.08% 68
2023
Q1 		– Sell
-998
Closed -$204K – 68
2022
Q4 		$204K Buy
+998
New +$202K 0.09% 64
2022
Q3 		– Sell
-930
Closed -$202K – 64
2022
Q2 		$202K Buy
930
+15
+2% +$3.26K 0.09% 63
2022
Q1 		$212K Buy
915
+19
+2% +$4.5K 0.08% 68
2021
Q4 		$253K Buy
896
+4
+0.4% +$1.04K 0.09% 62
2021
Q3 		$214K Buy
892
+27
+3% +$6.82K 0.09% 66
2021
Q2 		$212K Buy
+865
New +$200K 0.09% 68

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

Leonard Rickey Investment Advisors's IQV Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its IQVIA (IQV) stake by 8.8% in Q1 2026, buying an estimated $31K and bringing the position to 1,973 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #88.

Leonard Rickey Investment Advisors first reported a position in IQV in Q2 2021 and has held it in 18 quarters since. The position peaked at $409K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Leonard Rickey Investment Advisors held 1,973 shares of IQVIA worth $336K as of Q1 2026.
  • Leonard Rickey Investment Advisors bought 159 IQVIA shares in Q1 2026, an estimated $31K.
  • IQVIA made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Leonard Rickey Investment Advisors first reported a position in IQVIA in Q2 2021 and has held it in 18 quarters since.
  • Leonard Rickey Investment Advisors's IQVIA position peaked at $409K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.