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Oak Thistle LLC’s IQVIA IQV Stock Holding History

Oak Thistle LLC’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 		$1.35M Buy
+6,992
New +$1.22M 0.13% 279
2026
Q1 		– Sell
-5,498
Closed -$1.24M – 553
2025
Q4 		$1.24M Buy
+5,498
New +$1.2M 0.17% 249
2025
Q2 		– Sell
-13,785
Closed -$2.43M – 527
2025
Q1 		$2.43M Buy
+13,785
New +$2.67M 0.49% 52
2024
Q4 		– Sell
-3,572
Closed -$846K – 473
2024
Q3 		$846K Buy
3,572
+1,168
+49% +$276K 0.28% 140
2024
Q2 		$508K Buy
+2,404
New +$546K 0.38% 103

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

Oak Thistle LLC's IQV Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in IQVIA (IQV) in Q2 2026: 6,992 shares worth $1.35M. The stake represents 0.13% of the portfolio and ranks #279 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in IQV as recently as Q4 2025.

Oak Thistle LLC first reported a position in IQV in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.43M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Oak Thistle LLC held 6,992 shares of IQVIA worth $1.35M as of Q2 2026.
  • IQVIA was a new Oak Thistle LLC position in Q2 2026.
  • IQVIA made up 0.13% of Oak Thistle LLC's portfolio in Q2 2026, its #279 holding.
  • Oak Thistle LLC first reported a position in IQVIA in Q2 2024 and has held it in 5 quarters since.
  • Oak Thistle LLC's IQVIA position peaked at $2.43M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.