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Oppenheimer & Co’s IQVIA IQV Stock Holding History

Oppenheimer & Co’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
2025
Q4 		– Sell
-1,729
Closed -$328K – 1668
2025
Q3 		$328K Buy
+1,729
New +$314K ﹤0.01% 1344
2021
Q3 		– Sell
-2,554
Closed -$619K – 1533
2021
Q2 		$619K Buy
2,554
+747
+41% +$172K 0.01% 931
2021
Q1 		$349K Hold
1,807
– – 0.01% 1105
2020
Q4 		$324K Sell
1,807
-84
-4% -$14.2K 0.01% 1061
2020
Q3 		$298K Sell
1,891
-1,195
-39% -$187K 0.01% 981
2020
Q2 		$438K Sell
3,086
-1,268
-29% -$172K 0.01% 850
2020
Q1 		$470K Sell
4,354
-88
-2% -$12.6K 0.01% 748
2019
Q4 		$686K Sell
4,442
-874
-16% -$128K 0.02% 738
2019
Q3 		$794K Sell
5,316
-6
-0.1% -$934 0.02% 655
2019
Q2 		$856K Buy
5,322
+102
+2% +$14.3K 0.02% 644
2019
Q1 		$751K Sell
5,220
-176
-3% -$23.5K 0.02% 674
2018
Q4 		$627K Sell
5,396
-1,194
-18% -$145K 0.02% 668
2018
Q3 		$855K Sell
6,590
-189
-3% -$22.7K 0.02% 645
2018
Q2 		$677K Sell
6,779
-4,051
-37% -$405K 0.02% 748
2018
Q1 		$1.06M Sell
10,830
-564
-5% -$57K 0.03% 587
2017
Q4 		$1.11M Sell
11,394
-1,358
-11% -$138K 0.03% 579
2017
Q3 		$1.21M Buy
12,752
+1,437
+13% +$133K 0.03% 546
2017
Q2 		$1.01M Buy
11,315
+84
+0.7% +$7.09K 0.03% 595
2017
Q1 		$904K Buy
11,231
+6,371
+131% +$497K 0.03% 609
2016
Q4 		$370K Buy
+4,860
New +$373K 0.01% 919
2015
Q4 		– Sell
-10,318
Closed -$718K – 1319
2015
Q3 		$718K Sell
10,318
-9,383
-48% -$702K 0.02% 683
2015
Q2 		$1.43M Buy
19,701
+1,721
+10% +$118K 0.04% 511
2015
Q1 		$1.21M Buy
17,980
+4,262
+31% +$269K 0.03% 574
2014
Q4 		$807K Buy
+13,718
New +$783K 0.02% 678

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oppenheimer & Co's IQV Position: Q4 2025 in Review

Oppenheimer & Co sold out of IQVIA (IQV) in Q4 2025, closing a stake of 1,729 shares — an estimated $328K sold.

Oppenheimer & Co first reported a position in IQV in Q4 2014 and held it in 24 quarters. The position peaked at $1.43M in Q2 2015. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Oppenheimer & Co reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 1,729 IQVIA shares in Q4 2025, an estimated $328K.
  • Oppenheimer & Co first reported a position in IQVIA in Q4 2014 and held it in 24 quarters.
  • Oppenheimer & Co's IQVIA position peaked at $1.43M in Q2 2015.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.