IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership5,194 shares
Latest Disclosed Value $ 928,220
Laurel Wealth Advisors LLC reports 8.50% increase in ownership of IQV / IQVIA Holdings Inc.

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 5,194 shares of IQVIA Holdings Inc. (MX:IQV) valued at $928,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,787 shares of IQVIA Holdings Inc.. This represents a change in shares of 8.50% 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)
2026-05-12 2026-03-31 13F IQVIA HLDGS COM 46266C105 5,194 407 8.50 928 -13.99 0.0918
2026-01-30 2025-12-31 13F IQVIA HLDGS COM 46266C105 4,787 160 3.46 1,079 22.89 0.1427
2025-11-12 2025-09-30 13F IQVIA HLDGS COM 46266C105 4,627 -320 -6.47 879 12.71 0.1228
2025-11-24 2025-06-30 13F/A-1 IQVIA HLDGS COM 46266C105 4,947 30 0.61 780 -10.05 0.1166
2025-08-12 2025-06-30 13F IQVIA HLDGS COM 46266C105 779,598 774,681 5 0.0709
2025-04-15 2025-03-31 13F IQVIA HLDGS COM 46266C105 4,917 345 7.55 867 -3.56 0.1357
2025-01-14 2024-12-31 13F IQVIA HLDGS COM 46266C105 4,572 140 3.16 898 -14.48 0.1404
2024-11-05 2024-09-30 13F IQVIA HLDGS COM 46266C105 4,432 -215 -4.63 1,050 6.92 0.1673
2024-07-31 2024-06-30 13F IQVIA HLDGS COM 46266C105 4,647 90 1.97 983 -14.76 0.1705
2024-05-13 2024-03-31 13F IQVIA HLDGS COM 46266C105 4,557 -5 -0.11 1,152 9.19 0.1965
2024-02-13 2023-12-31 13F IQVIA HLDGS COM 46266C105 4,562 -148 -3.14 1,056 13.93 0.2002
2023-11-14 2023-09-30 13F IQVIA HLDGS COM 46266C105 4,710 50 1.07 927 -11.56 0.1960
2023-08-15 2023-06-30 13F IQVIA HLDGS COM 46266C105 4,660 230 5.19 1,047 18.84 0.2098
2023-05-08 2023-03-31 13F IQVIA HLDGS COM 46266C105 4,430 415 10.34 881 7.18 0.1863
2023-02-07 2022-12-31 13F IQVIA HLDGS COM 46266C105 4,015 -190 -4.52 823 7.87 0.1860
2022-11-15 2022-09-30 13F IQVIA HLDGS COM 46266C105 4,205 20 0.48 762 -16.08 0.1898
2022-08-12 2022-06-30 13F IQVIA HLDGS COM 46266C105 4,185 0 0.00 908 -6.20 0.2195
2022-05-02 2022-03-31 13F IQVIA HLDGS COM 46266C105 4,185 30 0.72 968 -17.41 0.2034
2022-02-01 2021-12-31 13F IQVIA HLDGS COM 46266C105 4,155 65 1.59 1,172 19.59 0.2402
2021-11-12 2021-09-30 13F IQVIA HLDGS COM 46266C105 4,090 -1,000 -19.65 980 -20.52 0.2166
2021-08-02 2021-06-30 13F IQVIA HLDGS COM 46266C105 5,090 75 1.50 1,233 27.24 0.2660
2021-05-04 2021-03-31 13F IQVIA HLDGS COM 46266C105 5,015 -115 -2.24 969 5.44 0.2348
2021-02-04 2020-12-31 13F IQVIA HLDGS COM 46266C105 5,130 590 13.00 919 28.35 0.2388
2020-11-10 2020-09-30 13F IQVIA HLDGS COM 46266C105 4,540 -232 -4.86 716 5.76 0.2225
2020-08-06 2020-06-30 13F IQVIA HLDGS COM 46266C105 4,772 147 3.18 677 35.67 0.2313
2020-04-30 2020-03-31 13F IQVIA HLDGS COM 46266C105 4,625 -215 -4.44 499 -33.29 0.1961
2020-01-31 2019-12-31 13F IQVIA HLDGS COM 46266C105 4,840 0 0.00 748 3.46 0.2471
2019-11-13 2019-09-30 13F IQVIA HLDGS COM 46266C105 4,840 230 4.99 723 -2.56 0.2580
2019-08-07 2019-06-30 13F IQVIA HLDGS COM 46266C105 4,610 0 0.00 742 11.92 0.2748
2019-05-09 2019-03-31 13F IQVIA HLDGS COM 46266C105 4,610 -65 -1.39 663 22.10 0.2556
2019-02-08 2018-12-31 13F IQVIA HLDGS COM 46266C105 4,675 4,675 543 0.2322
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.