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Transcend Capital Advisors’s IQVIA IQV Stock Holding History

Transcend Capital Advisors’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 		$321K Sell
1,884
-259
-12% -$50.5K 0.03% 519
2025
Q4 		$483K Buy
2,143
+174
+9% +$37.9K 0.04% 368
2025
Q3 		$374K Buy
1,969
+683
+53% +$124K 0.03% 458
2025
Q2 		$203K Buy
+1,286
New +$194K 0.02% 586

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

Transcend Capital Advisors's IQV Position: Q1 2026 in Review

Transcend Capital Advisors reduced its IQVIA (IQV) stake by 12% in Q1 2026, selling an estimated $50.5K and leaving 1,884 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #519.

Transcend Capital Advisors first reported a position in IQV in Q2 2025 and has held it in 4 quarters since. The position peaked at $483K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Transcend Capital Advisors held 1,884 shares of IQVIA worth $321K as of Q1 2026.
  • Transcend Capital Advisors sold 259 IQVIA shares in Q1 2026, an estimated $50.5K.
  • IQVIA made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #519 holding.
  • Transcend Capital Advisors first reported a position in IQVIA in Q2 2025 and has held it in 4 quarters since.
  • Transcend Capital Advisors's IQVIA position peaked at $483K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.