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
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 $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

Lido Advisors's IQV Position: Q1 2026 in Review

Lido Advisors increased its IQVIA (IQV) stake by 7.5% in Q1 2026, buying an estimated $68.9K and bringing the position to 5,074 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Lido Advisors first reported a position in IQV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Lido Advisors held 5,074 shares of IQVIA worth $865K as of Q1 2026.
  • Lido Advisors bought 353 IQVIA shares in Q1 2026, an estimated $68.9K.
  • IQVIA made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1033 holding.
  • Lido Advisors first reported a position in IQVIA in Q3 2021 and has held it in 19 quarters since.
  • Lido Advisors's IQVIA position peaked at $1.03M in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.