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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
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 $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

Magnolia Capital Advisors's IQV Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its IQVIA (IQV) stake by 9.9% in Q1 2026, selling an estimated $81.9K and leaving 3,803 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #178.

Magnolia Capital Advisors first reported a position in IQV in Q1 2021 and has held it in 21 quarters since. The position peaked at $952K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Magnolia Capital Advisors held 3,803 shares of IQVIA worth $649K as of Q1 2026.
  • Magnolia Capital Advisors sold 420 IQVIA shares in Q1 2026, an estimated $81.9K.
  • IQVIA made up 0.13% of Magnolia Capital Advisors's portfolio in Q1 2026, its #178 holding.
  • Magnolia Capital Advisors first reported a position in IQVIA in Q1 2021 and has held it in 21 quarters since.
  • Magnolia Capital Advisors's IQVIA position peaked at $952K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.