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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
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 $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

SFE Investment Counsel's IQV Position: Q1 2026 in Review

SFE Investment Counsel increased its IQVIA (IQV) stake by 8.1% in Q1 2026, buying an estimated $761K and bringing the position to 51,922 shares worth $8.85M. The position accounts for 1.4% of the portfolio, ranked #19.

SFE Investment Counsel first reported a position in IQV in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • SFE Investment Counsel held 51,922 shares of IQVIA worth $8.85M as of Q1 2026.
  • SFE Investment Counsel bought 3,903 IQVIA shares in Q1 2026, an estimated $761K.
  • IQVIA made up 1.4% of SFE Investment Counsel's portfolio in Q1 2026, its #19 holding.
  • SFE Investment Counsel first reported a position in IQVIA in Q1 2024 and has held it in 9 quarters since.
  • SFE Investment Counsel's IQVIA position peaked at $10.8M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.