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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
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 $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

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

Sone Capital Management reduced its IQVIA (IQV) stake by 46% in Q1 2026, selling an estimated $7.43M and leaving 44,878 shares worth $7.65M. The position accounts for 0.64% of the portfolio, ranked #56.

Sone Capital Management first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.7M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sone Capital Management held 44,878 shares of IQVIA worth $7.65M as of Q1 2026.
  • Sone Capital Management sold 38,059 IQVIA shares in Q1 2026, an estimated $7.43M.
  • IQVIA made up 0.64% of Sone Capital Management's portfolio in Q1 2026, its #56 holding.
  • Sone Capital Management first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
  • Sone Capital Management's IQVIA position peaked at $18.7M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

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