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Oliver Luxxe Assets’s IQVIA IQV Stock Holding History

Oliver Luxxe Assets’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 		$3.59M Buy
+18,573
New +$3.24M 0.53% 65
2022
Q1 		– Sell
-6,499
Closed -$1.83M – 203
2021
Q4 		$1.83M Buy
6,499
+139
+2% +$36.1K 0.46% 86
2021
Q3 		$1.52M Sell
6,360
-2,074
-25% -$523K 0.42% 87
2021
Q2 		$2.04M Sell
8,434
-351
-4% -$81K 0.56% 72
2021
Q1 		$1.7M Buy
8,785
+320
+4% +$60.1K 0.51% 76
2020
Q4 		$1.62M Buy
8,465
+90
+1% +$15.2K 0.51% 72
2020
Q3 		$1.32M Buy
8,375
+15
+0.2% +$2.35K 0.49% 69
2020
Q2 		$1.19M Buy
8,360
+76
+0.9% +$10.3K 0.62% 56
2020
Q1 		$1.06M Buy
8,284
+865
+12% +$124K 0.66% 58
2019
Q4 		$1.15M Buy
7,419
+640
+9% +$93.4K 0.6% 56
2019
Q3 		$1M Sell
6,779
-41
-0.6% -$6.38K 0.58% 58
2019
Q2 		$1.08M Sell
6,820
-15
-0.2% -$2.1K 0.6% 59
2019
Q1 		$983K Sell
6,835
-575
-8% -$76.6K 0.57% 59
2018
Q4 		$861K Buy
7,410
+1,620
+28% +$196K 0.58% 55
2018
Q3 		$739K Buy
+5,790
New +$695K 0.42% 65

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

Oliver Luxxe Assets's IQV Position: Q2 2026 in Review

Oliver Luxxe Assets opened a new position in IQVIA (IQV) in Q2 2026: 18,573 shares worth $3.59M. The stake represents 0.53% of the portfolio and ranks #65 among its holdings. This is a return to the name: Oliver Luxxe Assets previously reported a position in IQV as recently as Q4 2021.

Oliver Luxxe Assets first reported a position in IQV in Q3 2018 and has held it in 15 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Oliver Luxxe Assets held 18,573 shares of IQVIA worth $3.59M as of Q2 2026.
  • IQVIA was a new Oliver Luxxe Assets position in Q2 2026.
  • IQVIA made up 0.53% of Oliver Luxxe Assets's portfolio in Q2 2026, its #65 holding.
  • Oliver Luxxe Assets first reported a position in IQVIA in Q3 2018 and has held it in 15 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.