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Proficio Capital Partners’s IQVIA IQV Stock Holding History

Proficio Capital Partners’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 		$303K Buy
+1,566
New +$273K 0.01% 493
2024
Q2 		– Sell
-833
Closed -$211K – 332
2024
Q1 		$211K Buy
+833
New +$194K 0.02% 310
2022
Q1 		– Sell
-951
Closed -$268K – 311
2021
Q4 		$268K Sell
951
-50
-5% -$13K 0.04% 241
2021
Q3 		$240K Buy
1,001
+20
+2% +$5.05K 0.03% 254
2021
Q2 		$238K Buy
+981
New +$227K 0.03% 252
2019
Q3 		– Sell
-832
Closed -$134K – 817
2019
Q2 		$134K Buy
832
+66
+9% +$9.26K 0.05% 171
2019
Q1 		$110K Buy
766
+86
+13% +$11.5K 0.04% 188
2018
Q4 		$79K Sell
680
-4
-0.6% -$485 0.04% 202
2018
Q3 		$89K Sell
684
-6
-0.9% -$720 0.03% 219
2018
Q2 		$69K Sell
690
-207
-23% -$20.7K 0.03% 271
2018
Q1 		$88K Sell
897
-5
-0.6% -$505 0.03% 234
2017
Q4 		$88K Buy
902
+15
+2% +$1.53K 0.03% 230
2017
Q3 		$84K Sell
887
-5
-0.6% -$463 0.03% 268
2017
Q2 		$82K Buy
892
+209
+31% +$17.6K 0.03% 283
2017
Q1 		$58K Buy
683
+353
+107% +$27.5K 0.03% 349
2016
Q4 		$25K Buy
330
+315
+2,100% +$24.2K 0.01% 393
2016
Q3 		$1K Buy
+15
New +$1.14K ﹤0.01% 972
2016
Q1 		– Sell
-24
Closed -$2K – 1107
2015
Q4 		$2K Buy
+24
New +$1.64K ﹤0.01% 655

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 $3.37T AUM 44.26% 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

Proficio Capital Partners's IQV Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in IQVIA (IQV) in Q2 2026: 1,566 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IQV as recently as Q1 2024.

Proficio Capital Partners first reported a position in IQV in Q4 2015 and has held it in 18 quarters since. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Proficio Capital Partners held 1,566 shares of IQVIA worth $303K as of Q2 2026.
  • IQVIA was a new Proficio Capital Partners position in Q2 2026.
  • IQVIA made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #493 holding.
  • Proficio Capital Partners first reported a position in IQVIA in Q4 2015 and has held it in 18 quarters since.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.