Waterloo Capital’s IQVIA IQV Stock Holding History

Waterloo Capital’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	–	Sell	-1,331	Closed	-$300K	–	496
2025 Q4	$300K	Buy	1,331 +244	+22%	+$53.1K	0.02%	374
2025 Q3	$206K	Buy	+1,087	New	+$198K	0.02%	442

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Waterloo Capital's IQV Position: Q1 2026 in Review

Waterloo Capital sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,331 shares — an estimated $300K sold.

Waterloo Capital first reported a position in IQV in Q3 2025 and held it in 2 quarters. The position peaked at $300K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Waterloo Capital reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 1,331 IQVIA shares in Q1 2026, an estimated $300K.
Waterloo Capital first reported a position in IQVIA in Q3 2025 and held it in 2 quarters.
Waterloo Capital's IQVIA position peaked at $300K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.