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Sherman Porfolios’s IQVIA IQV Stock Holding History

Sherman Porfolios’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 		$3.8M Sell
22,297
-484
-2% -$84.4K 0.3% 54
2026
Q1 		$3.89M Buy
22,781
+2,291
+11% +$447K 0.3% 54
2025
Q4 		$4.62M Buy
+20,490
New +$4.46M 0.31% 62

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

Sherman Porfolios's IQV Position: Q2 2026 in Review

Sherman Porfolios reduced its IQVIA (IQV) stake by 2.1% in Q2 2026, selling an estimated $84.4K and leaving 22,297 shares worth $3.8M. The position accounts for 0.3% of the portfolio, ranked #54.

Sherman Porfolios first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.62M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sherman Porfolios held 22,297 shares of IQVIA worth $3.8M as of Q2 2026.
  • Sherman Porfolios sold 484 IQVIA shares in Q2 2026, an estimated $84.4K.
  • IQVIA made up 0.3% of Sherman Porfolios's portfolio in Q2 2026, its #54 holding.
  • Sherman Porfolios first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Sherman Porfolios's IQVIA position peaked at $4.62M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.