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Sone Capital Management’s IQVIA IQV Stock Holding History

Sone 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
Q2 		– Sell
-44,878
Closed -$7.65M – 117
2026
Q1 		$7.65M Sell
44,878
-38,059
-46% -$7.43M 0.64% 56
2025
Q4 		$18.7M Buy
82,937
+45,731
+123% +$9.95M 1.52% 21
2025
Q3 		$7.07M Sell
37,206
-18,307
-33% -$3.33M 0.59% 67
2025
Q2 		$8.75M Sell
55,513
-30,166
-35% -$4.54M 0.81% 55
2025
Q1 		$15.1M Buy
85,679
+52,116
+155% +$10.1M 1.56% 22
2024
Q4 		$6.6M Buy
+33,563
New +$7.08M 0.83% 47

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

Sone Capital Management's IQV Position: Q2 2026 in Review

Sone Capital Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 44,878 shares — an estimated $7.65M sold.

Sone Capital Management first reported a position in IQV in Q4 2024 and held it in 6 quarters. The position peaked at $18.7M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sone Capital Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Sone Capital Management sold 44,878 IQVIA shares in Q2 2026, an estimated $7.65M.
  • Sone Capital Management first reported a position in IQVIA in Q4 2024 and held it in 6 quarters.
  • Sone Capital Management's IQVIA position peaked at $18.7M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.