Richard Bernstein Advisors’s IQVIA IQV Stock Holding History

Richard Bernstein Advisors’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	–	Sell	-3,860	Closed	-$870K	–	243
2025 Q4	$870K	Sell	3,860 -521	-12%	-$113K	0.03%	141
2025 Q3	$832K	Sell	4,381 -7,865	-64%	-$1.43M	0.02%	178
2025 Q2	$1.93M	Hold	12,246	–	–	0.05%	180
2025 Q1	$2.16M	Sell	12,246 -363	-3%	-$70.4K	0.05%	189
2024 Q4	$2.48M	Hold	12,609	–	–	0.06%	185
2024 Q3	$2.99M	Hold	12,609	–	–	0.06%	169
2024 Q2	$2.67M	Hold	12,609	–	–	0.06%	175
2024 Q1	$3.19M	Hold	12,609	–	–	0.07%	143
2023 Q4	$2.92M	Buy	12,609 +1,236	+11%	+$254K	0.06%	146
2023 Q3	$2.24M	Hold	11,373	–	–	0.05%	174
2023 Q2	$2.56M	Hold	11,373	–	–	0.05%	131
2023 Q1	$2.26M	Hold	11,373	–	–	0.05%	148
2022 Q4	$2.33M	Buy	+11,373	New	+$2.31M	0.05%	148

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

Richard Bernstein Advisors's IQV Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 3,860 shares — an estimated $870K sold.

Richard Bernstein Advisors first reported a position in IQV in Q4 2022 and held it in 13 quarters. The position peaked at $3.19M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Richard Bernstein Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 3,860 IQVIA shares in Q1 2026, an estimated $870K.
Richard Bernstein Advisors first reported a position in IQVIA in Q4 2022 and held it in 13 quarters.
Richard Bernstein Advisors's IQVIA position peaked at $3.19M in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.