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LRI Investments’s IQVIA IQV Stock Holding History

LRI Investments’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 		$123K Sell
23,909
-353
-1% -$61.6K 0.01% 414
2026
Q1 		$172K Buy
24,262
+451
+2% +$88K 0.02% 305
2025
Q4 		$118K Hold
23,811
– – 0.01% 385
2025
Q3 		$103K Sell
23,811
-260
-1% -$47.3K 0.01% 406
2025
Q2 		$130K Buy
24,071
+361
+2% +$54.3K 0.01% 372
2025
Q1 		$79.5K Sell
23,710
-362
-2% -$70.2K 0.01% 457
2024
Q4 		$157K Buy
24,072
+249
+1% +$52.5K 0.02% 323
2024
Q3 		$111K Buy
23,823
+23,169
+3,543% +$5.47M 0.01% 386
2024
Q2 		$138K Buy
654
+358
+121% +$81.3K 0.02% 328
2024
Q1 		$74.9K Buy
+296
New +$69.1K 0.02% 235

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's IQV Position: Q2 2026 in Review

LRI Investments reduced its IQVIA (IQV) stake by 1.5% in Q2 2026, selling an estimated $61.6K and leaving 23,909 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #414.

LRI Investments first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q1 2026. 401 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • LRI Investments held 23,909 shares of IQVIA worth $123K as of Q2 2026.
  • LRI Investments sold 353 IQVIA shares in Q2 2026, an estimated $61.6K.
  • IQVIA made up 0.01% of LRI Investments's portfolio in Q2 2026, its #414 holding.
  • LRI Investments first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's IQVIA position peaked at $172K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.