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Magnolia Capital Advisors’s IQVIA IQV Stock Holding History

Magnolia Capital 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 		$689K Sell
3,567
-236
-6% -$41.2K 0.12% 185
2026
Q1 		$649K Sell
3,803
-420
-10% -$81.9K 0.13% 178
2025
Q4 		$952K Sell
4,223
-120
-3% -$26.1K 0.2% 121
2025
Q3 		$825K Buy
4,343
+127
+3% +$23.1K 0.22% 119
2025
Q2 		$664K Buy
4,216
+325
+8% +$48.9K 0.17% 142
2025
Q1 		$686K Buy
3,891
+560
+17% +$109K 0.19% 127
2024
Q4 		$655K Buy
3,331
+780
+31% +$164K 0.17% 136
2024
Q3 		$605K Buy
2,551
+10
+0.4% +$2.36K 0.3% 84
2024
Q2 		$537K Sell
2,541
-277
-10% -$62.9K 0.3% 81
2024
Q1 		$643K Buy
2,818
+200
+8% +$46.7K 0.54% 55
2023
Q4 		$568K Sell
2,618
-95
-4% -$19.5K 0.41% 63
2023
Q3 		$481K Sell
2,713
-32
-1% -$6.95K 0.46% 50
2023
Q2 		$617K Buy
2,745
+1
+0% +$201 0.31% 75
2023
Q1 		$546K Buy
2,744
+300
+12% +$64.1K 0.28% 86
2022
Q4 		$501K Buy
2,444
+20
+0.8% +$4.06K 0.33% 84
2022
Q3 		$439K Sell
2,424
-44
-2% -$9.64K 0.37% 77
2022
Q2 		$535K Sell
2,468
-171
-6% -$37.1K 0.49% 62
2022
Q1 		$610K Sell
2,639
-168
-6% -$39.8K 0.24% 93
2021
Q4 		$792K Buy
2,807
+13
+0.5% +$3.37K 0.23% 84
2021
Q3 		$669K Buy
2,794
+329
+13% +$83K 0.23% 91
2021
Q2 		$597K Buy
2,465
+71
+3% +$16.4K 0.26% 72
2021
Q1 		$462K Buy
+2,394
New +$449K 0.91% 36

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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's IQV Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its IQVIA (IQV) stake by 6.2% in Q2 2026, selling an estimated $41.2K and leaving 3,567 shares worth $689K. The position accounts for 0.12% of the portfolio, ranked #185.

Magnolia Capital Advisors first reported a position in IQV in Q1 2021 and has held it in 22 quarters since. The position peaked at $952K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Magnolia Capital Advisors held 3,567 shares of IQVIA worth $689K as of Q2 2026.
  • Magnolia Capital Advisors sold 236 IQVIA shares in Q2 2026, an estimated $41.2K.
  • IQVIA made up 0.12% of Magnolia Capital Advisors's portfolio in Q2 2026, its #185 holding.
  • Magnolia Capital Advisors first reported a position in IQVIA in Q1 2021 and has held it in 22 quarters since.
  • Magnolia Capital Advisors's IQVIA position peaked at $952K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.