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SFE Investment Counsel’s IQVIA IQV Stock Holding History

SFE Investment Counsel’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 		$11.4M Buy
59,043
+7,121
+14% +$1.24M 1.54% 21
2026
Q1 		$8.85M Buy
51,922
+3,903
+8% +$761K 1.4% 19
2025
Q4 		$10.8M Sell
48,019
-879
-2% -$191K 1.66% 18
2025
Q3 		$9.29M Buy
48,898
+5,407
+12% +$983K 1.48% 22
2025
Q2 		$6.85M Buy
43,491
+6,314
+17% +$951K 1.21% 28
2025
Q1 		$6.55M Buy
37,177
+19,548
+111% +$3.79M 1.31% 27
2024
Q4 		$3.46M Buy
17,629
+690
+4% +$146K 0.74% 50
2024
Q3 		$4.01M Buy
16,939
+4,567
+37% +$1.08M 0.84% 46
2024
Q2 		$2.62M Buy
12,372
+9,182
+288% +$2.09M 0.58% 58
2024
Q1 		$807K Buy
+3,190
New +$745K 0.18% 82

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

SFE Investment Counsel's IQV Position: Q2 2026 in Review

SFE Investment Counsel increased its IQVIA (IQV) stake by 14% in Q2 2026, buying an estimated $1.24M and bringing the position to 59,043 shares worth $11.4M. The position accounts for 1.54% of the portfolio, ranked #21.

SFE Investment Counsel first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • SFE Investment Counsel held 59,043 shares of IQVIA worth $11.4M as of Q2 2026.
  • SFE Investment Counsel bought 7,121 IQVIA shares in Q2 2026, an estimated $1.24M.
  • IQVIA made up 1.54% of SFE Investment Counsel's portfolio in Q2 2026, its #21 holding.
  • SFE Investment Counsel first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.