Shelton Capital Management’s IQVIA IQV Stock Holding History

Shelton Capital Management’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	-925	Closed	-$209K	–	758
2025 Q4	$209K	Buy	+925	New	+$201K	﹤0.01%	653
2024 Q4	–	Sell	-996	Closed	-$236K	–	756
2024 Q3	$236K	Sell	996 -87	-8%	-$20.5K	0.01%	631
2024 Q2	$229K	Hold	1,083	–	–	0.01%	624
2024 Q1	$274K	Hold	1,083	–	–	0.01%	570
2023 Q4	$251K	Sell	1,083 -63	-5%	-$12.9K	0.01%	576
2023 Q3	$225K	Hold	1,146	–	–	0.01%	596
2023 Q2	$258K	Hold	1,146	–	–	0.01%	576
2023 Q1	$228K	Hold	1,146	–	–	0.01%	618
2022 Q4	$235K	Hold	1,146	–	–	0.02%	563
2022 Q3	$208K	Hold	1,146	–	–	0.01%	621
2022 Q2	$249K	Hold	1,146	–	–	0.01%	562
2022 Q1	$265K	Hold	1,146	–	–	0.01%	628
2021 Q4	$323K	Hold	1,146	–	–	0.01%	523
2021 Q3	$275K	Hold	1,146	–	–	0.01%	597
2021 Q2	$278K	Hold	1,146	–	–	0.01%	615
2021 Q1	$221K	Hold	1,146	–	–	0.01%	721
2020 Q4	$205K	Sell	1,146 -10,538	-90%	-$1.78M	0.01%	678
2020 Q3	$1.84M	Buy	+11,684	New	+$1.83M	0.08%	270

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shelton Capital Management's IQV Position: Q1 2026 in Review

Shelton Capital Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 925 shares — an estimated $209K sold.

Shelton Capital Management first reported a position in IQV in Q3 2020 and held it in 18 quarters. The position peaked at $1.84M in Q3 2020. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Shelton Capital Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Shelton Capital Management sold 925 IQVIA shares in Q1 2026, an estimated $209K.
Shelton Capital Management first reported a position in IQVIA in Q3 2020 and held it in 18 quarters.
Shelton Capital Management's IQVIA position peaked at $1.84M in Q3 2020.
1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.