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Synergy Investment Management’s IQVIA IQV Stock Holding History

Synergy Investment 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
Q2 		$78.4K Buy
318
+317
+31,700% +$55.3K 0.02% 307
2026
Q1 		$171 Buy
+1
New +$195 ﹤0.01% 889
2025
Q1 		– Sell
-466
Closed -$91.6K – 628
2024
Q4 		$91.6K Buy
+466
New +$98.3K 0.04% 181

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

Synergy Investment Management's IQV Position: Q2 2026 in Review

Synergy Investment Management increased its IQVIA (IQV) stake by 31,700% in Q2 2026, buying an estimated $55.3K and bringing the position to 318 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #307.

Synergy Investment Management first reported a position in IQV in Q4 2024 and has held it in 3 quarters since. The position peaked at $91.6K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Synergy Investment Management held 318 shares of IQVIA worth $78.4K as of Q2 2026.
  • Synergy Investment Management bought 317 IQVIA shares in Q2 2026, an estimated $55.3K.
  • IQVIA made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #307 holding.
  • Synergy Investment Management first reported a position in IQVIA in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's IQVIA position peaked at $91.6K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.