Tortoise Investment Management’s IQVIA IQV Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-38	Closed	-$7.22K	–	815
2025 Q3	$7.22K	Buy	38 +2	+6%	+$364	﹤0.01%	655
2025 Q2	$5.67K	Buy	36 +6	+20%	+$903	﹤0.01%	649
2025 Q1	$5.29K	Hold	30	–	–	﹤0.01%	629
2024 Q4	$5.89K	Hold	30	–	–	﹤0.01%	676
2024 Q3	$7.11K	Hold	30	–	–	﹤0.01%	664
2024 Q2	$6.34K	Hold	30	–	–	﹤0.01%	675
2024 Q1	$7.59K	Hold	30	–	–	﹤0.01%	656
2023 Q4	$6.94K	Sell	30 -3	-9%	-$616	﹤0.01%	614
2023 Q3	$6.49K	Buy	33 +3	+10%	+$651	﹤0.01%	604
2023 Q2	$6.74K	Hold	30	–	–	﹤0.01%	596
2023 Q1	$5.97K	Hold	30	–	–	﹤0.01%	598
2022 Q4	$6.15K	Hold	30	–	–	﹤0.01%	595
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	605
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	557
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	532
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	500
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	503
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	496
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	482
2020 Q4	$5K	Hold	30	–	–	﹤0.01%	468
2020 Q3	$5K	Hold	30	–	–	﹤0.01%	439
2020 Q2	$4K	Hold	30	–	–	﹤0.01%	425
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	460
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	482
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	488
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	495
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	502
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	478
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	472
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	500
2018 Q1	$3K	Hold	30	–	–	﹤0.01%	480
2017 Q4	$3K	Buy	+30	New	+$3.05K	﹤0.01%	493

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tortoise Investment Management's IQV Position: Q4 2025 in Review

Tortoise Investment Management sold out of IQVIA (IQV) in Q4 2025, closing a stake of 38 shares — an estimated $7.22K sold.

Tortoise Investment Management first reported a position in IQV in Q4 2017 and held it in 32 quarters. The position peaked at $8K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

Tortoise Investment Management reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 38 IQVIA shares in Q4 2025, an estimated $7.22K.
Tortoise Investment Management first reported a position in IQVIA in Q4 2017 and held it in 32 quarters.
Tortoise Investment Management's IQVIA position peaked at $8K in Q4 2021.
1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.