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Simplify Asset Management’s IQVIA IQV Stock Holding History

Simplify Asset 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
-17,418
Closed -$3.93M – 160
2025
Q4 		$3.93M Buy
17,418
+8,374
+93% +$1.82M 0.06% 45
2025
Q3 		$1.72M Buy
9,044
+1,104
+14% +$201K 0.03% 56
2025
Q2 		$1.25M Buy
+7,940
New +$1.2M 0.06% 59
2024
Q4 		– Sell
-9,637
Closed -$2.28M – 111
2024
Q3 		$2.28M Buy
9,637
+3,894
+68% +$919K 0.11% 50
2024
Q2 		$1.21M Buy
+5,743
New +$1.3M 0.08% 67
2023
Q4 		– Sell
-1,960
Closed -$386K – 133
2023
Q3 		$386K Sell
1,960
-22
-1% -$4.78K 0.04% 106
2023
Q2 		$445K Sell
1,982
-6,043
-75% -$1.21M 0.06% 94
2023
Q1 		$1.6M Buy
8,025
+5,154
+180% +$1.1M 0.23% 50
2022
Q4 		$588K Buy
2,871
+231
+9% +$46.9K 0.09% 46
2022
Q3 		$478K Buy
2,640
+825
+45% +$181K 0.05% 54
2022
Q2 		$394K Buy
1,815
+363
+25% +$78.8K 0.02% 51
2022
Q1 		$336K Buy
1,452
+726
+100% +$172K 0.01% 75
2021
Q4 		$205K Buy
+726
New +$188K 0.01% 71

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

Simplify Asset Management's IQV Position: Q1 2026 in Review

Simplify Asset Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 17,418 shares — an estimated $3.93M sold.

Simplify Asset Management first reported a position in IQV in Q4 2021 and held it in 13 quarters. The position peaked at $3.93M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Simplify Asset Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Simplify Asset Management sold 17,418 IQVIA shares in Q1 2026, an estimated $3.93M.
  • Simplify Asset Management first reported a position in IQVIA in Q4 2021 and held it in 13 quarters.
  • Simplify Asset Management's IQVIA position peaked at $3.93M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Simplify Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.