IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership24,093 shares
Latest Disclosed Value $ 4,108,820
Meridian Wealth Advisors, LLC reports 32.06% increase in ownership of IQV / IQVIA Holdings Inc.

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 24,093 shares of IQVIA Holdings Inc. (MX:IQV) valued at $4,108,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,244 shares of IQVIA Holdings Inc.. This represents a change in shares of 32.06% 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 24,093 5,849 32.06 4,109 -0.10 0.5432
2026-02-17 2025-12-31 13F IQVIA HLDGS COM 46266C105 18,244 395 2.21 4,112 21.30 0.5694
2025-11-12 2025-09-30 13F IQVIA HLDGS COM 46266C105 17,849 797 4.67 3,390 26.16 0.4813
2025-08-12 2025-06-30 13F IQVIA HLDGS COM 46266C105 17,052 521 3.15 2,687 -7.79 0.4249
2025-05-05 2025-03-31 13F IQVIA HLDGS COM 46266C105 16,531 1,760 11.92 2,914 0.41 0.4948
2025-02-11 2024-12-31 13F IQVIA HLDGS COM 46266C105 14,771 -2,407 -14.01 2,903 -28.70 0.4788
2024-10-24 2024-09-30 13F IQVIA HLDGS COM 46266C105 17,178 1,071 6.65 4,071 19.53 0.6807
2024-08-02 2024-06-30 13F IQVIA HLDGS COM 46266C105 16,107 381 2.42 3,406 -14.36 0.6074
2024-05-10 2024-03-31 13F IQVIA HLDGS COM 46266C105 15,726 879 5.92 3,977 15.75 0.7469
2024-02-06 2023-12-31 13F IQVIA HLDGS COM 46266C105 14,847 768 5.45 3,435 24.01 0.7522
2023-11-13 2023-09-30 13F IQVIA HLDGS COM 46266C105 14,079 338 2.46 2,770 -10.30 0.6922
2023-08-02 2023-06-30 13F IQVIA HLDGS COM 46266C105 13,741 550 4.17 3,089 17.73 0.7472
2023-05-02 2023-03-31 13F IQVIA HLDGS COM 46266C105 13,191 1,404 11.91 2,624 8.61 0.6567
2023-01-23 2022-12-31 13F IQVIA HLDGS COM 46266C105 11,787 1,135 10.66 2,415 25.13 0.6224
2022-10-19 2022-09-30 13F IQVIA HLDGS COM 46266C105 10,652 -510 -4.57 1,930 -20.31 0.5436
2022-07-26 2022-06-30 13F IQVIA HLDGS COM 46266C105 11,162 222 2.03 2,422 -4.23 0.6437
2022-05-12 2022-03-31 13F IQVIA HLDGS COM 46266C105 10,940 1,161 11.87 2,529 -8.34 0.5864
2022-02-02 2021-12-31 13F IQVIA HLDGS COM 46266C105 9,779 829 9.26 2,759 28.68 0.6705
2021-11-12 2021-09-30 13F IQVIA HLDGS COM 46266C105 8,950 339 3.94 2,144 2.73 0.5972
2021-08-10 2021-06-30 13F IQVIA HLDGS COM 46266C105 8,611 566 7.04 2,087 34.30 0.5909
2021-05-07 2021-03-31 13F IQVIA HLDGS COM 46266C105 8,045 2,740 51.65 1,554 63.58 0.5161
2021-05-07 2020-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 5,305 1,206 29.42 950 47.06 0.3466
2020-11-16 2020-09-30 13F IQVIA HLDGS COM 46266C105 4,099 179 4.57 646 16.19 0.2776
2020-08-14 2020-06-30 13F IQVIA HLDGS COM 46266C105 3,920 183 4.90 556 37.97 0.2570
2020-05-15 2020-03-31 13F IQVIA HLDGS COM 46266C105 3,737 -402 -9.71 403 -37.03 0.2228
2020-02-12 2019-12-31 13F IQVIA HLDGS COM 46266C105 4,139 -120 -2.82 640 0.63 0.2521
2019-11-08 2019-09-30 13F IQVIA HLDGS COM 46266C105 4,259 259 6.47 636 -1.24 0.2722
2019-08-08 2019-06-30 13F IQVIA HLDGS COM 46266C105 4,000 -197 -4.69 644 6.62 0.4492
2019-05-07 2019-03-31 13F IQVIA HLDGS COM 46266C105 4,197 482 12.97 604 39.81 0.4403
2019-02-14 2018-12-31 13F IQVIA HLDGS COM 46266C105 3,715 3,715 432 0.3317
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.