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Running Oak Capital’s IQVIA IQV Stock Holding History

Running Oak Capital’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 		$11.3M Sell
58,673
-20,923
-26% -$3.65M 1.93% 13
2026
Q1 		$13.6M Buy
79,596
+3,377
+4% +$659K 1.83% 29
2025
Q4 		$17.2M Sell
76,219
-14,527
-16% -$3.16M 2.15% 6
2025
Q3 		$17.2M Sell
90,746
-8,331
-8% -$1.51M 1.93% 15
2025
Q2 		$15.6M Buy
99,077
+16,735
+20% +$2.52M 1.74% 49
2025
Q1 		$14.5M Buy
82,342
+21,444
+35% +$4.16M 1.75% 45
2024
Q4 		$12M Buy
60,898
+9,257
+18% +$1.95M 1.56% 49
2024
Q3 		$12.2M Buy
51,641
+1,604
+3% +$379K 1.66% 50
2024
Q2 		$10.6M Buy
50,037
+6,964
+16% +$1.58M 1.64% 52
2024
Q1 		$10.9M Buy
43,073
+4,598
+12% +$1.07M 1.75% 34
2023
Q4 		$8.9M Buy
38,475
+6,446
+20% +$1.32M 1.75% 35
2023
Q3 		$6.3M Buy
32,029
+89
+0.3% +$19.3K 1.61% 46
2023
Q2 		$7.18M Buy
31,940
+2,766
+9% +$555K 1.76% 32
2023
Q1 		$5.8M Sell
29,174
-348
-1% -$74.4K 1.65% 44
2022
Q4 		$6.05M Buy
29,522
+2,421
+9% +$491K 1.78% 38
2022
Q3 		$4.91M Buy
+27,101
New +$5.94M 1.7% 37
2021
Q2 		$6.07M Sell
25,050
-4,746
-16% -$1.1M 3.36% 7
2021
Q1 		$5.75M Buy
29,796
+303
+1% +$56.9K 1.75% 28
2020
Q4 		$5.28M Sell
29,493
-923
-3% -$156K 1.77% 22
2020
Q3 		$4.79M Buy
30,416
+289
+1% +$45.3K 1.75% 31
2020
Q2 		$4.27M Sell
30,127
-9,047
-23% -$1.23M 1.69% 41
2020
Q1 		$4.22M Buy
39,174
+6,729
+21% +$961K 1.83% 15
2019
Q4 		$5.01M Buy
+32,445
New +$4.74M 1.71% 33

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

Running Oak Capital's IQV Position: Q2 2026 in Review

Running Oak Capital reduced its IQVIA (IQV) stake by 26% in Q2 2026, selling an estimated $3.65M and leaving 58,673 shares worth $11.3M. The position accounts for 1.93% of the portfolio, ranked #13.

Running Oak Capital first reported a position in IQV in Q4 2019 and has held it in 23 quarters since. The position peaked at $17.2M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Running Oak Capital held 58,673 shares of IQVIA worth $11.3M as of Q2 2026.
  • Running Oak Capital sold 20,923 IQVIA shares in Q2 2026, an estimated $3.65M.
  • IQVIA made up 1.93% of Running Oak Capital's portfolio in Q2 2026, its #13 holding.
  • Running Oak Capital first reported a position in IQVIA in Q4 2019 and has held it in 23 quarters since.
  • Running Oak Capital's IQVIA position peaked at $17.2M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.