Stamos Capital Partners’s IQVIA IQV Stock Holding History

Stamos Capital Partners’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	$1.78M	Buy	10,452 +2,988	+40%	+$583K	0.28%	99
2025 Q4	$1.68M	Buy	7,464 +738	+11%	+$161K	0.27%	99
2025 Q3	$1.28M	Sell	6,726 -1,731	-20%	-$315K	0.24%	96
2025 Q2	$1.33M	Buy	8,457 +2,766	+49%	+$416K	0.24%	105
2025 Q1	$1M	Sell	5,691 -1,889	-25%	-$366K	0.26%	101
2024 Q4	$1.49M	Buy	+7,580	New	+$1.6M	0.35%	88
2023 Q4	–	Sell	-10,360	Closed	-$2.04M	–	126
2023 Q3	$2.04M	Hold	10,360	–	–	0.45%	62
2023 Q2	$2.33M	Buy	+10,360	New	+$2.08M	0.54%	58
2022 Q4	–	Sell	-2,680	Closed	-$485K	–	157
2022 Q3	$485K	Buy	2,680 +640	+31%	+$140K	0.12%	148
2022 Q2	$443K	Hold	2,040	–	–	0.13%	90
2022 Q1	$472K	Buy	+2,040	New	+$483K	0.16%	81
2019 Q4	–	Sell	-1,044	Closed	-$156K	–	57
2019 Q3	$156K	Sell	1,044 -1,156	-53%	-$180K	0.14%	41
2019 Q2	$354K	Sell	2,200 -1,100	-33%	-$154K	0.35%	43
2019 Q1	$473K	Sell	3,300 -3,700	-53%	-$493K	0.61%	46
2018 Q4	$813K	Buy	+7,000	New	+$848K	0.61%	48

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stamos Capital Partners's IQV Position: Q1 2026 in Review

Stamos Capital Partners increased its IQVIA (IQV) stake by 40% in Q1 2026, buying an estimated $583K and bringing the position to 10,452 shares worth $1.78M. The position accounts for 0.28% of the portfolio, ranked #99.

Stamos Capital Partners first reported a position in IQV in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2023. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Stamos Capital Partners held 10,452 shares of IQVIA worth $1.78M as of Q1 2026.
Stamos Capital Partners bought 2,988 IQVIA shares in Q1 2026, an estimated $583K.
IQVIA made up 0.28% of Stamos Capital Partners's portfolio in Q1 2026, its #99 holding.
Stamos Capital Partners first reported a position in IQVIA in Q4 2018 and has held it in 15 quarters since.
Stamos Capital Partners's IQVIA position peaked at $2.33M in Q2 2023.
1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.