IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership4,049 shares
Latest Disclosed Value $ 690,436
Boston Private Wealth Llc reports 20.40% decrease in ownership of IQV / IQVIA Holdings Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 4,049 shares of IQVIA Holdings Inc. (MX:IQV) valued at $690,436 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,087 shares of IQVIA Holdings Inc.. This represents a change in shares of -20.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F IQVIA HLDGS INC COM COM 46266C105 4,049 -1,038 -20.40 690 -39.79 0.0455
2026-02-04 2025-12-31 13F IQVIA HLDGS INC COM COM 46266C105 5,087 -255 -4.77 1,147 13.02 0.0676
2025-11-06 2025-09-30 13F IQVIA HLDGS INC COM COM 46266C105 5,342 -2,092 -28.14 1,015 -13.41 0.0546
2025-08-14 2025-06-30 13F IQVIA HLDGS INC COM COM 46266C105 7,434 -4,807 -39.27 1,171 -45.74 0.0628
2025-05-14 2025-03-31 13F IQVIA HLDGS INC COM COM 46266C105 12,241 -13,418 -52.29 2,158 -57.20 0.0887
2025-02-05 2024-12-31 13F IQVIA HLDGS INC COM COM 46266C105 25,659 25,659 5,042 0.0942
2024-10-18 2024-09-30 13F IQVIA HLDGS INC COM COM 46266C105 0 -29,318 -100.00 0 -100.00
2024-08-06 2024-06-30 13F IQVIA HLDGS INC COM COM 46266C105 29,318 -1,395 -4.54 6,199 -20.19 0.1534
2024-05-15 2024-03-31 13F IQVIA HLDGS INC COM COM 46266C105 30,713 -4,730 -13.35 7,767 -5.29 0.1732
2024-01-30 2023-12-31 13F IQVIA HLDGS INC COM COM 46266C105 35,443 -12,854 -26.61 8,201 -13.70 0.1995
2023-10-23 2023-09-30 13F IQVIA HLDGS INC COM COM 46266C105 48,297 -3,431 -6.63 9,502 -18.28 0.2087
2023-07-24 2023-06-30 13F IQVIA HLDGS INC COM COM 46266C105 51,728 -7,384 -12.49 11,627 -1.10 0.2101
2023-05-12 2023-03-31 13F IQVIA HLDGS INC COM COM 46266C105 59,112 -5,691 -8.78 11,757 -11.46 0.1643
2023-02-10 2022-12-31 13F Iqvia Holdings COM 46266C105 64,803 -1,168 -1.77 13,278 11.10 0.1792
2022-11-09 2022-09-30 13F Iqvia Holdings COM 46266C105 65,971 -1,175 -1.75 11,950 -17.99 0.1745
2022-08-16 2022-06-30 13F Iqvia Holdings COM 46266C105 67,146 -355 -0.53 14,571 -6.64 0.2241
2022-05-13 2022-03-31 13F Iqvia Holdings COM 46266C105 67,501 -10,985 -14.00 15,607 -29.52 0.2090
2022-02-15 2021-12-31 13F Iqvia Holdings COM 46266C105 78,486 701 0.90 22,144 18.84 0.3632
2021-11-09 2021-09-30 13F Iqvia Holdings COM 46266C105 77,785 -341 -0.44 18,633 -1.58 0.2394
2021-08-13 2021-06-30 13F Iqvia Holdings COM 46266C105 78,126 1,962 2.58 18,932 28.70 0.2400
2021-05-11 2021-03-31 13F Iqvia Holdings COM 46266C105 76,164 -2,936 -3.71 14,710 3.80 0.2049
2021-02-10 2020-12-31 13F Iqvia Holdings COM 46266C105 79,100 3,012 3.96 14,172 18.16 0.2080
2020-11-10 2020-09-30 13F Iqvia Holdings COM 46266C105 76,088 1,820 2.45 11,994 13.83 0.1978
2020-08-05 2020-06-30 13F Iqvia Holdings COM 46266C105 74,268 198 0.27 10,537 31.89 0.1958
2020-05-11 2020-03-31 13F Iqvia Holdings COM 46266C105 74,070 -7,177 -8.83 7,989 -36.36 0.1939
2020-02-13 2019-12-31 13F Iqvia Holdings COM 46266C105 81,247 504 0.62 12,553 4.08 0.2285
2019-11-01 2019-09-30 13F Iqvia Holdings COM 46266C105 80,743 -3,666 -4.34 12,061 -11.19 0.2401
2019-07-10 2019-06-30 13F Iqvia Holdings COM 46266C105 84,409 -10,326 -10.90 13,581 -0.34 0.4562
2019-05-14 2019-03-31 13F Iqvia Holdings COM 46266C105 94,735 -6,688 -6.59 13,628 15.67 0.5383
2019-02-14 2018-12-31 13F Iqvia Holdings COM 46266C105 101,423 4,864 5.04 11,782 -5.95 0.5027
2018-11-13 2018-09-30 13F Iqvia Holdings COM 46266C105 96,559 1,940 2.05 12,528 32.64 0.4431
2018-08-14 2018-06-30 13F Iqvia Holdings COM 46266C105 94,619 11,285 13.54 9,445 15.52 0.3622
2018-05-11 2018-03-31 13F Iqvia Holdings COM 46266C105 83,334 83,334 8,176 0.3136
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.