Lido Advisors
IQV icon

Lido Advisors’s IQVIA IQV Stock Holding History

Lido 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 		$855K Sell
4,427
-647
-13% -$113K ﹤0.01% 1173
2026
Q1 		$865K Buy
5,074
+353
+7% +$68.9K ﹤0.01% 1033
2025
Q4 		$931K Buy
4,721
+604
+15% +$131K ﹤0.01% 1040
2025
Q3 		$782K Buy
4,117
+502
+14% +$91.3K ﹤0.01% 1057
2025
Q2 		$570K Sell
3,615
-532
-13% -$80.1K ﹤0.01% 1065
2025
Q1 		$731K Sell
4,147
-347
-8% -$67.3K ﹤0.01% 897
2024
Q4 		$883K Buy
4,494
+388
+9% +$81.8K ﹤0.01% 806
2024
Q3 		$973K Buy
4,106
+4
+0.1% +$944 ﹤0.01% 720
2024
Q2 		$868K Buy
4,102
+22
+0.5% +$5K ﹤0.01% 715
2024
Q1 		$1.03M Buy
4,080
+581
+17% +$136K 0.01% 641
2023
Q4 		$810K Buy
3,499
+976
+39% +$200K 0.01% 691
2023
Q3 		$496K Buy
2,523
+237
+10% +$51.5K ﹤0.01% 751
2023
Q2 		$514K Sell
2,286
-127
-5% -$25.5K ﹤0.01% 729
2023
Q1 		$480K Sell
2,413
-277
-10% -$59.2K ﹤0.01% 680
2022
Q4 		$551K Buy
2,690
+12
+0.4% +$2.43K 0.01% 560
2022
Q3 		$485K Sell
2,678
-207
-7% -$45.3K 0.01% 560
2022
Q2 		$626K Buy
2,885
+172
+6% +$37.4K 0.01% 473
2022
Q1 		$627K Buy
2,713
+979
+56% +$232K 0.01% 531
2021
Q4 		$489K Buy
1,734
+443
+34% +$115K 0.01% 620
2021
Q3 		$309K Buy
+1,291
New +$326K ﹤0.01% 745

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

Lido Advisors's IQV Position: Q2 2026 in Review

Lido Advisors reduced its IQVIA (IQV) stake by 13% in Q2 2026, selling an estimated $113K and leaving 4,427 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Lido Advisors first reported a position in IQV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Lido Advisors held 4,427 shares of IQVIA worth $855K as of Q2 2026.
  • Lido Advisors sold 647 IQVIA shares in Q2 2026, an estimated $113K.
  • IQVIA made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1173 holding.
  • Lido Advisors first reported a position in IQVIA in Q3 2021 and has held it in 20 quarters since.
  • Lido Advisors's IQVIA position peaked at $1.03M in Q1 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.