Trifecta Capital Advisors’s IQVIA IQV Stock Holding History

Trifecta 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	$194	Buy	+1	New	+$174	﹤0.01%	467
2025 Q4	–	Sell	-6	Closed	-$1.14K	–	354
2025 Q3	$1.14K	Hold	6	–	–	﹤0.01%	394
2025 Q2	$946	Hold	6	–	–	﹤0.01%	435
2025 Q1	$1.06K	Hold	6	–	–	﹤0.01%	368
2024 Q4	$1.18K	Hold	6	–	–	﹤0.01%	357
2024 Q3	$1.42K	Hold	6	–	–	﹤0.01%	349
2024 Q2	$1.27K	Hold	6	–	–	﹤0.01%	360
2024 Q1	$1.52K	Hold	6	–	–	﹤0.01%	334
2023 Q4	$1.39K	Sell	6 -3	-33%	-$616	﹤0.01%	366
2023 Q3	$1.77K	Buy	9 +3	+50%	+$651	﹤0.01%	321
2023 Q2	$1.35K	Hold	6	–	–	﹤0.01%	349
2023 Q1	$1.19K	Hold	6	–	–	﹤0.01%	354
2022 Q4	$1.23K	Buy	+6	New	+$1.22K	﹤0.01%	359

Other funds holding IQV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Trifecta Capital Advisors opened a new position in IQVIA (IQV) in Q2 2026: 1 share worth $194. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in IQV as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in IQV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.77K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Trifecta Capital Advisors held 1 share of IQVIA worth $194 as of Q2 2026.
IQVIA was a new Trifecta Capital Advisors position in Q2 2026.
IQVIA made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #467 holding.
Trifecta Capital Advisors first reported a position in IQVIA in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's IQVIA position peaked at $1.77K in Q3 2023.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.