S&CO Inc’s IQVIA IQV Stock Holding History

S&CO Inc’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	$511K	Hold	3,000	–	–	0.03%	168
2025 Q4	$676K	Hold	3,000	–	–	0.04%	163
2025 Q3	$569K	Hold	3,000	–	–	0.03%	169
2025 Q2	$472K	Hold	3,000	–	–	0.03%	170
2025 Q1	$528K	Hold	3,000	–	–	0.04%	170
2024 Q4	$589K	Hold	3,000	–	–	0.04%	164
2024 Q3	$710K	Hold	3,000	–	–	0.05%	164
2024 Q2	$634K	Hold	3,000	–	–	0.04%	166
2024 Q1	$758K	Hold	3,000	–	–	0.05%	151
2023 Q4	$694K	Hold	3,000	–	–	0.05%	137
2023 Q3	$590K	Hold	3,000	–	–	0.05%	133
2023 Q2	$674K	Hold	3,000	–	–	0.05%	128
2023 Q1	$596K	Hold	3,000	–	–	0.05%	132
2022 Q4	$614K	Hold	3,000	–	–	0.05%	127
2022 Q3	$543K	Hold	3,000	–	–	0.05%	132
2022 Q2	$650K	Hold	3,000	–	–	0.05%	131
2022 Q1	$693K	Hold	3,000	–	–	0.05%	138
2021 Q4	$846K	Hold	3,000	–	–	0.06%	134
2021 Q3	$718K	Hold	3,000	–	–	0.06%	142
2021 Q2	$726K	Hold	3,000	–	–	0.06%	141
2021 Q1	$579K	Hold	3,000	–	–	0.05%	145
2020 Q4	$538K	Hold	3,000	–	–	0.05%	144
2020 Q3	$473K	Hold	3,000	–	–	0.05%	144
2020 Q2	$426K	Hold	3,000	–	–	0.05%	143
2020 Q1	$324K	Hold	3,000	–	–	0.04%	145
2019 Q4	$464K	Hold	3,000	–	–	0.05%	146
2019 Q3	$448K	Hold	3,000	–	–	0.05%	148
2019 Q2	$483K	Hold	3,000	–	–	0.05%	145
2019 Q1	$432K	Hold	3,000	–	–	0.05%	152
2018 Q4	$349K	Hold	3,000	–	–	0.04%	156
2018 Q3	$389K	Hold	3,000	–	–	0.04%	156
2018 Q2	$299K	Hold	3,000	–	–	0.04%	180
2018 Q1	$294K	Hold	3,000	–	–	0.04%	176
2017 Q4	$294K	Hold	3,000	–	–	0.04%	169
2017 Q3	$285K	Hold	3,000	–	–	0.04%	166
2017 Q2	$269K	Hold	3,000	–	–	0.04%	165
2017 Q1	$242K	Hold	3,000	–	–	0.03%	170
2016 Q4	$228K	Hold	3,000	–	–	0.03%	170
2016 Q3	$243K	Buy	+3,000	New	+$227K	0.04%	150
2016 Q1	–	Sell	-3,000	Closed	-$206K	–	144
2015 Q4	$206K	Hold	3,000	–	–	0.03%	134
2015 Q3	$209K	Hold	3,000	–	–	0.04%	139
2015 Q2	$218K	Hold	3,000	–	–	0.03%	142
2015 Q1	$201K	Buy	+3,000	New	+$189K	0.03%	140

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

S&CO Inc's IQV Position: Q1 2026 in Review

S&CO Inc held its IQVIA (IQV) position steady in Q1 2026 at 3,000 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #168.

S&CO Inc first reported a position in IQV in Q1 2015 and has held it in 43 quarters since. The position peaked at $846K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

S&CO Inc held 3,000 shares of IQVIA worth $511K as of Q1 2026.
S&CO Inc left its IQVIA share count unchanged in Q1 2026.
IQVIA made up 0.03% of S&CO Inc's portfolio in Q1 2026, its #168 holding.
S&CO Inc first reported a position in IQVIA in Q1 2015 and has held it in 43 quarters since.
S&CO Inc's IQVIA position peaked at $846K in Q4 2021.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.