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Sage Mountain Advisors’s IQVIA IQV Stock Holding History

Sage Mountain 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
-2,065
Closed -$465K – 430
2025
Q4 		$465K Sell
2,065
-12
-0.6% -$2.61K 0.02% 291
2025
Q3 		$394K Buy
+2,077
New +$378K 0.02% 322
2024
Q4 		– Sell
-941
Closed -$223K – 497
2024
Q3 		$223K Buy
+941
New +$222K 0.02% 363

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sage Mountain Advisors's IQV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,065 shares — an estimated $465K sold.

Sage Mountain Advisors first reported a position in IQV in Q3 2024 and held it in 3 quarters. The position peaked at $465K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sage Mountain Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,065 IQVIA shares in Q1 2026, an estimated $465K.
  • Sage Mountain Advisors first reported a position in IQVIA in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's IQVIA position peaked at $465K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.