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Liberty One Investment Management’s IQVIA IQV Stock Holding History

Liberty One Investment Management’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 		$803K Buy
4,155
+936
+29% +$163K 0.08% 104
2026
Q1 		$549K Buy
3,219
+322
+11% +$62.8K 0.06% 124
2025
Q4 		$653K Sell
2,897
-1,489
-34% -$324K 0.08% 102
2025
Q3 		$833K Buy
4,386
+1,063
+32% +$193K 0.05% 107
2025
Q2 		$524K Buy
3,323
+238
+8% +$35.8K 0.05% 117
2025
Q1 		$544K Sell
3,085
-58
-2% -$11.3K 0.06% 116
2024
Q4 		$618K Buy
3,143
+143
+5% +$30.2K 0.07% 116
2024
Q3 		$711K Sell
3,000
-144
-5% -$34K 0.07% 110
2024
Q2 		$665K Sell
3,144
-162
-5% -$36.8K 0.07% 113
2024
Q1 		$836K Sell
3,306
-75
-2% -$17.5K 0.09% 92
2023
Q4 		$782K Sell
3,381
-171
-5% -$35.1K 0.1% 94
2023
Q3 		$699K Sell
3,552
-67
-2% -$14.5K 0.1% 94
2023
Q2 		$813K Sell
3,619
-108
-3% -$21.7K 0.11% 92
2023
Q1 		$741K Sell
3,727
-29
-0.8% -$6.2K 0.1% 97
2022
Q4 		$770K Sell
3,756
-185
-5% -$37.5K 0.11% 94
2022
Q3 		$714K Sell
3,941
-1,181
-23% -$259K 0.12% 97
2022
Q2 		$1.24M Buy
5,122
+911
+22% +$198K 0.21% 80
2022
Q1 		$974K Sell
4,211
-106
-2% -$25.1K 0.15% 92
2021
Q4 		$1.22M Sell
4,317
-552
-11% -$143K 0.18% 82
2021
Q3 		$1.17M Sell
4,869
-253
-5% -$63.9K 0.2% 83
2021
Q2 		$1.24M Buy
5,122
+66
+1% +$15.2K 0.21% 80
2021
Q1 		$977K Buy
5,056
+95
+2% +$17.8K 0.17% 87
2020
Q4 		$889K Buy
4,961
+66
+1% +$11.1K 0.17% 91
2020
Q3 		$772K Sell
4,895
-54
-1% -$8.46K 0.16% 95
2020
Q2 		$702K Sell
4,949
-669
-12% -$90.7K 0.16% 93
2020
Q1 		$606K Sell
5,618
-217
-4% -$31K 0.16% 86
2019
Q4 		$902K Buy
+5,835
New +$852K 0.2% 79

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

Liberty One Investment Management's IQV Position: Q2 2026 in Review

Liberty One Investment Management increased its IQVIA (IQV) stake by 29% in Q2 2026, buying an estimated $163K and bringing the position to 4,155 shares worth $803K. The position accounts for 0.08% of the portfolio, ranked #104.

Liberty One Investment Management first reported a position in IQV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q2 2022. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Liberty One Investment Management held 4,155 shares of IQVIA worth $803K as of Q2 2026.
  • Liberty One Investment Management bought 936 IQVIA shares in Q2 2026, an estimated $163K.
  • IQVIA made up 0.08% of Liberty One Investment Management's portfolio in Q2 2026, its #104 holding.
  • Liberty One Investment Management first reported a position in IQVIA in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's IQVIA position peaked at $1.24M in Q2 2022.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.