IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership1,583 shares
Latest Disclosed Value $ 270,018
Foundations Investment Advisors, LLC reports 0.19% increase in ownership of IQV / IQVIA Holdings Inc.

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 1,583 shares of IQVIA Holdings Inc. (MX:IQV) valued at $270,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,580 shares of IQVIA Holdings Inc.. This represents a change in shares of 0.19% 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)
2026-05-11 2026-03-31 13F IQVIA HLDGS COM 46266C105 1,583 3 0.19 270 -24.16 0.0017
2026-02-10 2025-12-31 13F IQVIA HLDGS COM 46266C105 1,580 -510 -24.40 356 -10.33 0.0047
2025-11-03 2025-09-30 13F IQVIA HLDGS COM 46266C105 2,090 -416 -16.60 397 0.76 0.0058
2025-08-08 2025-06-30 13F IQVIA HLDGS COM 46266C105 2,506 -1,331 -34.69 395 -41.72 0.0062
2025-05-07 2025-03-31 13F IQVIA HLDGS COM 46266C105 3,837 -1,938 -33.56 676 -40.39 0.0125
2025-01-22 2024-12-31 13F IQVIA HLDGS COM 46266C105 5,775 -159 -2.68 1,135 -19.35 0.0219
2024-10-21 2024-09-30 13F IQVIA HLDGS COM 46266C105 5,934 141 2.43 1,406 14.87 0.0295
2024-08-02 2024-06-30 13F IQVIA HLDGS COM 46266C105 5,793 -162 -2.72 1,225 -18.67 0.0297
2024-05-13 2024-03-31 13F IQVIA HLDGS COM 46266C105 5,955 -731 -10.93 1,506 6.59 0.0394
2024-02-08 2023-12-31 13F IQVIA HLDGS COM 46266C105 6,686 -20,519 -75.42 1,413 -73.62 0.0379
2023-10-05 2023-09-30 13F IQVIA HLDGS COM 46266C105 27,205 8,792 47.75 5,353 29.34 0.1648
2023-07-19 2023-06-30 13F IQVIA HLDGS COM 46266C105 18,413 7,114 62.96 4,139 84.16 0.1370
2023-04-25 2023-03-31 13F IQVIA HLDGS COM 46266C105 11,299 456 4.21 2,247 1.17 0.0803
2023-01-11 2022-12-31 13F IQVIA HLDGS COM 46266C105 10,843 -7,771 -41.75 2,222 -34.13 0.0884
2022-10-19 2022-09-30 13F IQVIA HLDGS COM 46266C105 18,614 -4,180 -18.34 3,372 -31.52 0.1470
2022-07-08 2022-06-30 13F IQVIA HLDGS COM 46266C105 22,794 -1,096 -4.59 4,924 -13.57 0.2059
2022-04-19 2022-03-31 13F IQVIA HLDGS COM 46266C105 23,890 1,153 5.07 5,697 -3.95 0.2203
2022-01-21 2021-12-31 13F IQVIA HLDGS COM 46266C105 22,737 2,646 13.17 5,931 23.33 0.2232
2021-10-13 2021-09-30 13F IQVIA HLDGS COM 46266C105 20,091 2,322 13.07 4,809 7.75 0.2100
2021-07-14 2021-06-30 13F IQVIA HLDGS COM 46266C105 17,769 2,789 18.62 4,463 47.78 0.2141
2021-04-09 2021-03-31 13F IQVIA HLDGS COM 46266C105 14,980 2,720 22.19 3,020 28.89 0.1743
2021-01-13 2020-12-31 13F IQVIA HLDGS COM 46266C105 12,260 1,223 11.08 2,343 35.36 0.1540
2020-10-07 2020-09-30 13F IQVIA HLDGS COM 46266C105 11,037 1,562 16.49 1,731 29.08 0.3797
2020-07-08 2020-06-30 13F IQVIA HLDGS COM 46266C105 9,475 801 9.23 1,341 54.49 0.1187
2020-04-06 2020-03-31 13F IQVIA HLDGS COM 46266C105 8,674 975 12.66 868 -27.24 0.1006
2020-01-09 2019-12-31 13F IQVIA HLDGS COM 46266C105 7,699 -585 -7.06 1,193 -2.37 0.1467
2019-10-07 2019-09-30 13F IQVIA HLDGS COM 46266C105 8,284 1,654 24.95 1,222 14.21 0.1602
2019-07-08 2019-06-30 13F IQVIA HLDGS COM 46266C105 6,630 1,266 23.60 1,070 38.60 0.1607
2019-04-08 2019-03-31 13F IQVIA HLDGS COM 46266C105 5,364 411 8.30 772 19.88 0.1340
2019-02-11 2018-12-31 13F IQVIA HLDGS COM 46266C105 4,953 -299 -5.69 644 -5.43 0.1362
2018-11-09 2018-09-30 13F IQVIA HLDGS COM 46266C105 5,252 574 12.27 681 45.82 0.1658
2018-08-14 2018-06-30 13F IQVIA HLDGS COM 46266C105 4,678 4,678 467 0.1245
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.