Red Tortoise LLC’s IQVIA IQV Stock Holding History

Red Tortoise LLC’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	$11.8K	Hold	69	–	–	﹤0.01%	267
2025 Q4	$15.6K	Hold	69	–	–	0.01%	220
2025 Q3	$13.1K	Hold	69	–	–	0.01%	243
2025 Q2	$10.9K	Buy	69 +2	+3%	+$301	0.01%	257
2025 Q1	$11.8K	Hold	67	–	–	0.01%	210
2024 Q4	$13.2K	Hold	67	–	–	0.01%	205
2024 Q3	$15.9K	Hold	67	–	–	0.01%	186
2024 Q2	$14.2K	Hold	67	–	–	0.01%	194
2024 Q1	$16.9K	Buy	67 +50	+294%	+$11.7K	0.01%	165
2023 Q4	$3.93K	Hold	17	–	–	﹤0.01%	336
2023 Q3	$3.35K	Hold	17	–	–	﹤0.01%	347
2023 Q2	$3.82K	Hold	17	–	–	﹤0.01%	331
2023 Q1	$3.38K	Hold	17	–	–	﹤0.01%	336
2022 Q4	$3.48K	Buy	+17	New	+$3.45K	﹤0.01%	376
2021 Q4	–	Sell	-17	Closed	-$3K	–	284
2021 Q3	$3K	Buy	+17	New	+$4.29K	﹤0.01%	368

Other funds holding IQV

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

Red Tortoise LLC's IQV Position: Q1 2026 in Review

Red Tortoise LLC held its IQVIA (IQV) position steady in Q1 2026 at 69 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Red Tortoise LLC first reported a position in IQV in Q3 2021 and has held it in 15 quarters since. The position peaked at $16.9K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Red Tortoise LLC held 69 shares of IQVIA worth $11.8K as of Q1 2026.
Red Tortoise LLC left its IQVIA share count unchanged in Q1 2026.
IQVIA made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #267 holding.
Red Tortoise LLC first reported a position in IQVIA in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's IQVIA position peaked at $16.9K in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.