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Stephens Inc’s IQVIA IQV Stock Holding History

Stephens Inc’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 		$9.06M Buy
46,890
+6,165
+15% +$1.08M 0.1% 199
2026
Q1 		$6.95M Buy
40,725
+12,117
+42% +$2.36M 0.09% 221
2025
Q4 		$6.45M Buy
28,608
+880
+3% +$191K 0.08% 246
2025
Q3 		$5.27M Buy
27,728
+7,471
+37% +$1.36M 0.07% 280
2025
Q2 		$3.19M Buy
+20,257
New +$3.05M 0.04% 360
2022
Q1 		– Sell
-869
Closed -$245K – 1355
2021
Q4 		$245K Buy
869
+16
+2% +$4.15K ﹤0.01% 1128
2021
Q3 		$204K Sell
853
-23
-3% -$5.8K ﹤0.01% 1207
2021
Q2 		$212K Buy
+876
New +$202K ﹤0.01% 1181
2019
Q3 		– Sell
-1,348
Closed -$217K – 1177
2019
Q2 		$217K Buy
+1,348
New +$189K ﹤0.01% 1044
2018
Q4 		– Sell
-1,718
Closed -$223K – 1148
2018
Q3 		$223K Buy
+1,718
New +$206K 0.01% 1031

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

Stephens Inc's IQV Position: Q2 2026 in Review

Stephens Inc increased its IQVIA (IQV) stake by 15% in Q2 2026, buying an estimated $1.08M and bringing the position to 46,890 shares worth $9.06M. The position accounts for 0.1% of the portfolio, ranked #199.

Stephens Inc first reported a position in IQV in Q3 2018 and has held it in 10 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Stephens Inc held 46,890 shares of IQVIA worth $9.06M as of Q2 2026.
  • Stephens Inc bought 6,165 IQVIA shares in Q2 2026, an estimated $1.08M.
  • IQVIA made up 0.1% of Stephens Inc's portfolio in Q2 2026, its #199 holding.
  • Stephens Inc first reported a position in IQVIA in Q3 2018 and has held it in 10 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.