Montag & Associates’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $697K | Sell |
4,086
-289
| -7% | -$56.4K | 0.03% | 276 |
|
|
2025
Q4 | $986K | Sell |
4,375
-76
| -2% | -$16.5K | 0.05% | 240 |
|
|
2025
Q3 | $845K | Buy |
4,451
+14
| +0.3% | +$2.55K | 0.04% | 259 |
|
|
2025
Q2 | $699K | Sell |
4,437
-2,775
| -38% | -$418K | 0.03% | 276 |
|
|
2025
Q1 | $1.27M | Sell |
7,212
-9,819
| -58% | -$1.9M | 0.06% | 213 |
|
|
2024
Q4 | $3.35M | Sell |
17,031
-7,638
| -31% | -$1.61M | 0.16% | 133 |
|
|
2024
Q3 | $5.85M | Sell |
24,669
-188
| -0.8% | -$44.4K | 0.28% | 83 |
|
|
2024
Q2 | $5.26M | Sell |
24,857
-2,000
| -7% | -$454K | 0.27% | 82 |
|
|
2024
Q1 | $6.79M | Buy |
26,857
+1,881
| +8% | +$439K | 0.34% | 73 |
|
|
2023
Q4 | $5.78M | Sell |
24,976
-698
| -3% | -$143K | 0.32% | 77 |
|
|
2023
Q3 | $5.05M | Sell |
25,674
-300
| -1% | -$65.1K | 0.32% | 74 |
|
|
2023
Q2 | $5.84M | Buy |
25,974
+483
| +2% | +$97K | 0.36% | 65 |
|
|
2023
Q1 | $5.07M | Sell |
25,491
-1,012
| -4% | -$216K | 0.33% | 77 |
|
|
2022
Q4 | $5.43M | Sell |
26,503
-1,048
| -4% | -$213K | 0.36% | 73 |
|
|
2022
Q3 | $4.99M | Sell |
27,551
-978
| -3% | -$214K | 0.35% | 76 |
|
|
2022
Q2 | $6.19M | Sell |
28,529
-528
| -2% | -$115K | 0.4% | 65 |
|
|
2022
Q1 | $6.72M | Buy |
29,057
+2,577
| +10% | +$610K | 0.36% | 78 |
|
|
2021
Q4 | $7.47M | Sell |
26,480
-4,173
| -14% | -$1.08M | 0.37% | 78 |
|
|
2021
Q3 | $7.34M | Sell |
30,653
-1,552
| -5% | -$392K | 0.39% | 64 |
|
|
2021
Q2 | $7.8M | Sell |
32,205
-2,421
| -7% | -$559K | 0.41% | 67 |
|
|
2021
Q1 | $6.69M | Sell |
34,626
-1,737
| -5% | -$326K | 0.38% | 76 |
|
|
2020
Q4 | $6.51M | Buy |
36,363
+160
| +0.4% | +$27K | 0.4% | 68 |
|
|
2020
Q3 | $5.71M | Sell |
36,203
-2,064
| -5% | -$323K | 0.46% | 63 |
|
|
2020
Q2 | $5.43M | Sell |
38,267
-10,978
| -22% | -$1.49M | 0.48% | 60 |
|
|
2020
Q1 | $5.31M | Sell |
49,245
-858
| -2% | -$123K | 0.53% | 51 |
|
|
2019
Q4 | $7.74M | Sell |
50,103
-9,204
| -16% | -$1.34M | 0.62% | 43 |
|
|
2019
Q3 | $8.86M | Buy |
59,307
+2,090
| +4% | +$325K | 0.77% | 38 |
|
|
2019
Q2 | $9.21M | Buy |
57,217
+31,195
| +120% | +$4.38M | 0.82% | 33 |
|
|
2019
Q1 | $3.74M | Sell |
26,022
-1,464
| -5% | -$195K | 0.35% | 74 |
|
|
2018
Q4 | $3.19M | Sell |
27,486
-12,437
| -31% | -$1.51M | 0.34% | 72 |
|
|
2018
Q3 | $5.18M | Buy |
+39,923
| New | +$4.79M | 0.45% | 55 |
|
Other funds holding IQV
VCM
VPM
Montag & Associates's IQV Position: Q1 2026 in Review
Montag & Associates reduced its IQVIA (IQV) stake by 6.6% in Q1 2026, selling an estimated $56.4K and leaving 4,086 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #276.
Montag & Associates first reported a position in IQV in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.21M in Q2 2019. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Montag & Associates held 4,086 shares of IQVIA worth $697K as of Q1 2026.
- Montag & Associates sold 289 IQVIA shares in Q1 2026, an estimated $56.4K.
- IQVIA made up 0.03% of Montag & Associates's portfolio in Q1 2026, its #276 holding.
- Montag & Associates first reported a position in IQVIA in Q3 2018 and has held it in 31 quarters since.
- Montag & Associates's IQVIA position peaked at $9.21M in Q2 2019.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.