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Regatta Capital Group’s IQVIA IQV Stock Holding History

Regatta Capital Group’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 		$459K Sell
2,377
-97
-4% -$16.9K 0.06% 151
2026
Q1 		$422K Buy
2,474
+50
+2% +$9.76K 0.06% 147
2025
Q4 		$546K Buy
2,424
+158
+7% +$34.4K 0.08% 133
2025
Q3 		$430K Sell
2,266
-302
-12% -$54.9K 0.07% 148
2025
Q2 		$405K Buy
2,568
+362
+16% +$54.5K 0.07% 154
2025
Q1 		$389K Buy
2,206
+40
+2% +$7.76K 0.08% 141
2024
Q4 		$426K Buy
2,166
+98
+5% +$20.7K 0.08% 128
2024
Q3 		$490K Sell
2,068
-65
-3% -$15.3K 0.1% 127
2024
Q2 		$451K Buy
2,133
+6
+0.3% +$1.36K 0.1% 121
2024
Q1 		$538K Buy
2,127
+62
+3% +$14.5K 0.12% 110
2023
Q4 		$478K Buy
2,065
+6
+0.3% +$1.23K 0.13% 109
2023
Q3 		$405K Buy
2,059
+54
+3% +$11.7K 0.13% 114
2023
Q2 		$451K Buy
2,005
+28
+1% +$5.62K 0.14% 108
2023
Q1 		$405K Hold
1,977
– – 0.14% 116
2022
Q4 		$405K Sell
1,977
-72
-4% -$14.6K 0.14% 116
2022
Q3 		$445K Buy
2,049
+108
+6% +$23.7K 0.18% 103
2022
Q2 		$421K Sell
1,941
-83
-4% -$18K 0.2% 96
2022
Q1 		$468K Buy
2,024
+50
+3% +$11.8K 0.16% 104
2021
Q4 		$557K Buy
+1,974
New +$512K 0.19% 91

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

Regatta Capital Group's IQV Position: Q2 2026 in Review

Regatta Capital Group reduced its IQVIA (IQV) stake by 3.9% in Q2 2026, selling an estimated $16.9K and leaving 2,377 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #151.

Regatta Capital Group first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $557K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Regatta Capital Group held 2,377 shares of IQVIA worth $459K as of Q2 2026.
  • Regatta Capital Group sold 97 IQVIA shares in Q2 2026, an estimated $16.9K.
  • IQVIA made up 0.06% of Regatta Capital Group's portfolio in Q2 2026, its #151 holding.
  • Regatta Capital Group first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's IQVIA position peaked at $557K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.