PIM
IQV icon

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
Q2 		$1.34M Sell
6,960
-1,782
-20% -$311K 0.08% 231
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 $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 $3.38T AUM 44.17% 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

Plato Investment Management's IQV Position: Q2 2026 in Review

Plato Investment Management reduced its IQVIA (IQV) stake by 20% in Q2 2026, selling an estimated $311K and leaving 6,960 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #231.

Plato Investment Management first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Plato Investment Management held 6,960 shares of IQVIA worth $1.34M as of Q2 2026.
  • Plato Investment Management sold 1,782 IQVIA shares in Q2 2026, an estimated $311K.
  • IQVIA made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #231 holding.
  • Plato Investment Management first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's IQVIA position peaked at $2.44M in Q3 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.