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Steph & Co’s IQVIA IQV Stock Holding History

Steph & Co’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
-334
Closed -$57K – 302
2026
Q1 		$57K Buy
334
+289
+642% +$56.4K 0.02% 184
2025
Q4 		$10.1K Sell
45
-60
-57% -$13.1K ﹤0.01% 281
2025
Q3 		$19.9K Buy
+105
New +$19.1K 0.01% 248

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Steph & Co's IQV Position: Q2 2026 in Review

Steph & Co sold out of IQVIA (IQV) in Q2 2026, closing a stake of 334 shares — an estimated $57K sold.

Steph & Co first reported a position in IQV in Q3 2025 and held it in 3 quarters. The position peaked at $57K in Q1 2026. 151 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Steph & Co reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 334 IQVIA shares in Q2 2026, an estimated $57K.
  • Steph & Co first reported a position in IQVIA in Q3 2025 and held it in 3 quarters.
  • Steph & Co's IQVIA position peaked at $57K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.