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Sunbelt Securities’s IQVIA IQV Stock Holding History

Sunbelt Securities’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 		$5.29K Hold
31
– – ﹤0.01% 1667
2025
Q4 		$6.99K Hold
31
– – ﹤0.01% 1532
2025
Q3 		$5.89K Buy
+31
New +$5.64K ﹤0.01% 1579
2025
Q2 		– Sell
-2
Closed -$353 – 1858
2025
Q1 		$353 Buy
+2
New +$388 ﹤0.01% 1721
2024
Q4 		– Sell
-140
Closed -$33.2K – 1864
2024
Q3 		$33.2K Hold
140
– – ﹤0.01% 1045
2024
Q2 		$29.6K Hold
140
– – ﹤0.01% 1029
2024
Q1 		$35.4K Hold
140
– – ﹤0.01% 953
2023
Q4 		$32.4K Sell
140
-413
-75% -$84.8K ﹤0.01% 905
2023
Q3 		$109K Sell
553
-3
-0.5% -$651 0.02% 636
2023
Q2 		$125K Buy
556
+40
+8% +$8.03K 0.02% 583
2023
Q1 		$101K Buy
+516
New +$110K 0.02% 579

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

Sunbelt Securities's IQV Position: Q1 2026 in Review

Sunbelt Securities held its IQVIA (IQV) position steady in Q1 2026 at 31 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Sunbelt Securities first reported a position in IQV in Q1 2023 and has held it in 11 quarters since. The position peaked at $125K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sunbelt Securities held 31 shares of IQVIA worth $5.29K as of Q1 2026.
  • Sunbelt Securities left its IQVIA share count unchanged in Q1 2026.
  • IQVIA made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1667 holding.
  • Sunbelt Securities first reported a position in IQVIA in Q1 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's IQVIA position peaked at $125K in Q2 2023.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.