Optimas Capital’s IQVIA IQV Stock Holding History

Optimas 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
2025 Q4	–	Sell	-21,100	Closed	-$4.01M	–	21
2025 Q3	$4.01M	Buy	+21,100	New	+$3.84M	2.53%	14

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optimas Capital's IQV Position: Q4 2025 in Review

Optimas Capital sold out of IQVIA (IQV) in Q4 2025, closing a stake of 21,100 shares — an estimated $4.01M sold.

Optimas Capital first reported a position in IQV in Q3 2025 and held it in 1 quarter. The position peaked at $4.01M in Q3 2025. 1,143 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

Optimas Capital reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
Optimas Capital sold 21,100 IQVIA shares in Q4 2025, an estimated $4.01M.
Optimas Capital first reported a position in IQVIA in Q3 2025 and held it in 1 quarter.
Optimas Capital's IQVIA position peaked at $4.01M in Q3 2025.
1,143 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Optimas Capital's 13F filing for Q4 2025, filed 11 Feb 2026.