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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
Q2 		$433K Buy
2,241
+357
+19% +$62.3K 0.03% 501
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 $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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's IQV Position: Q2 2026 in Review

Transcend Capital Advisors increased its IQVIA (IQV) stake by 19% in Q2 2026, buying an estimated $62.3K and bringing the position to 2,241 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #501.

Transcend Capital Advisors first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $483K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Transcend Capital Advisors held 2,241 shares of IQVIA worth $433K as of Q2 2026.
  • Transcend Capital Advisors bought 357 IQVIA shares in Q2 2026, an estimated $62.3K.
  • IQVIA made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #501 holding.
  • Transcend Capital Advisors first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Transcend Capital Advisors's IQVIA position peaked at $483K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.