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NEOS Investment Management’s IQVIA IQV Stock Holding History

NEOS Investment Management’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 		$5.29M Sell
27,361
-1,208
-4% -$211K 0.02% 354
2026
Q1 		$4.87M Sell
28,569
-59
-0.2% -$11.5K 0.02% 338
2025
Q4 		$6.45M Buy
28,628
+4,579
+19% +$996K 0.04% 294
2025
Q3 		$4.57M Buy
24,049
+7,450
+45% +$1.35M 0.03% 313
2025
Q2 		$2.62M Buy
16,599
+3,566
+27% +$537K 0.03% 331
2025
Q1 		$2.3M Buy
13,033
+2,505
+24% +$486K 0.04% 310
2024
Q4 		$2.07M Buy
10,528
+2,488
+31% +$525K 0.05% 293
2024
Q3 		$1.91M Buy
8,040
+1,624
+25% +$383K 0.06% 273
2024
Q2 		$1.36M Buy
6,416
+1,992
+45% +$453K 0.06% 285
2024
Q1 		$1.12M Buy
4,424
+1,834
+71% +$428K 0.07% 238
2023
Q4 		$599K Buy
2,590
+1,074
+71% +$221K 0.06% 252
2023
Q3 		$298K Buy
+1,516
New +$329K 0.04% 282

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 $3.37T AUM 44.26% 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

NEOS Investment Management's IQV Position: Q2 2026 in Review

NEOS Investment Management reduced its IQVIA (IQV) stake by 4.2% in Q2 2026, selling an estimated $211K and leaving 27,361 shares worth $5.29M. The position accounts for 0.02% of the portfolio, ranked #354.

NEOS Investment Management first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.45M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • NEOS Investment Management held 27,361 shares of IQVIA worth $5.29M as of Q2 2026.
  • NEOS Investment Management sold 1,208 IQVIA shares in Q2 2026, an estimated $211K.
  • IQVIA made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #354 holding.
  • NEOS Investment Management first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's IQVIA position peaked at $6.45M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.