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MSH Capital Advisors’s IQVIA IQV Stock Holding History

MSH 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 		$312K Sell
1,831
-12
-0.7% -$2.34K 0.07% 220
2025
Q4 		$415K Buy
1,843
+11
+0.6% +$2.39K 0.09% 195
2025
Q3 		$348K Hold
1,832
– – 0.09% 191
2025
Q2 		$289K Sell
1,832
-539
-23% -$81.1K 0.08% 197
2025
Q1 		$418K Buy
2,371
+246
+12% +$47.7K 0.13% 165
2024
Q4 		$418K Hold
2,125
– – 0.13% 165
2024
Q3 		$504K Buy
2,125
+11
+0.5% +$2.6K 0.15% 146
2024
Q2 		$447K Buy
2,114
+49
+2% +$11.1K 0.15% 144
2024
Q1 		$522K Buy
2,065
+5
+0.2% +$1.17K 0.18% 128
2023
Q4 		$477K Sell
2,060
-121
-6% -$24.8K 0.18% 127
2023
Q3 		$429K Sell
2,181
-26
-1% -$5.65K 0.17% 137
2023
Q2 		$496K Buy
2,207
+31
+1% +$6.22K 0.18% 128
2023
Q1 		$433K Buy
2,176
+482
+28% +$103K 0.18% 126
2022
Q4 		$347K Buy
1,694
+62
+4% +$12.6K 0.16% 133
2022
Q3 		$296K Hold
1,632
– – 0.15% 142
2022
Q2 		$354K Buy
+1,632
New +$354K 0.16% 132

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

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

MSH Capital Advisors reduced its IQVIA (IQV) stake by 0.65% in Q1 2026, selling an estimated $2.34K and leaving 1,831 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #220.

MSH Capital Advisors first reported a position in IQV in Q2 2022 and has held it in 16 quarters since. The position peaked at $522K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • MSH Capital Advisors held 1,831 shares of IQVIA worth $312K as of Q1 2026.
  • MSH Capital Advisors sold 12 IQVIA shares in Q1 2026, an estimated $2.34K.
  • IQVIA made up 0.07% of MSH Capital Advisors's portfolio in Q1 2026, its #220 holding.
  • MSH Capital Advisors first reported a position in IQVIA in Q2 2022 and has held it in 16 quarters since.
  • MSH Capital Advisors's IQVIA position peaked at $522K in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.