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Plato Investment Management’s IQVIA IQV Stock Holding History

Plato Investment Management’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 		$1.49M Sell
8,742
-1,408
-14% -$275K 0.1% 208
2025
Q4 		$2.3M Sell
10,150
-2,815
-22% -$612K 0.15% 141
2025
Q3 		$2.44M Hold
12,965
– – 0.17% 129
2025
Q2 		$2.04M Buy
12,965
+4,840
+60% +$729K 0.15% 149
2025
Q1 		$1.45M Buy
8,125
+1,181
+17% +$229K 0.12% 185
2024
Q4 		$1.37M Buy
6,944
+2,836
+69% +$598K 0.1% 209
2024
Q3 		$972K Hold
4,108
– – 0.08% 248
2024
Q2 		$869K Hold
4,108
– – 0.08% 223
2024
Q1 		$1.04M Buy
4,108
+4,076
+12,738% +$952K 0.11% 204
2023
Q4 		$7.4K Buy
+32
New +$6.57K 0.01% 373

Other funds holding IQV

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
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

Plato Investment Management's IQV Position: Q1 2026 in Review

Plato Investment Management reduced its IQVIA (IQV) stake by 14% in Q1 2026, selling an estimated $275K and leaving 8,742 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #208.

Plato Investment Management first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q3 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Plato Investment Management held 8,742 shares of IQVIA worth $1.49M as of Q1 2026.
  • Plato Investment Management sold 1,408 IQVIA shares in Q1 2026, an estimated $275K.
  • IQVIA made up 0.1% of Plato Investment Management's portfolio in Q1 2026, its #208 holding.
  • Plato Investment Management first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's IQVIA position peaked at $2.44M in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.