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Optima Capital’s IQVIA IQV Stock Holding History

Optima Capital’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 		– Sell
-209
Closed -$47.1K – 719
2025
Q4 		$47.1K Buy
+209
New +$45.5K 0.02% 315

Other funds holding IQV

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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

Optima Capital's IQV Position: Q1 2026 in Review

Optima Capital sold out of IQVIA (IQV) in Q1 2026, closing a stake of 209 shares — an estimated $47.1K sold.

Optima Capital first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $47.1K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Optima Capital reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 209 IQVIA shares in Q1 2026, an estimated $47.1K.
  • Optima Capital first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
  • Optima Capital's IQVIA position peaked at $47.1K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.