IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership3,645 shares
Latest Disclosed Value $ 621,618
Outlook Wealth Advisors, LLC reports 3.03% decrease in ownership of IQV / IQVIA Holdings Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,645 shares of IQVIA Holdings Inc. (MX:IQV) valued at $621,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,759 shares of IQVIA Holdings Inc.. This represents a change in shares of -3.03% 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.

Upgrade to unlock premium data and export to Excel .

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 COM 46266C105 3,645 -114 -3.03 622 -26.68 0.1505
2026-02-11 2025-12-31 13F IQVIA HLDGS COM 46266C105 3,759 427 12.82 847 34.02 0.1916
2025-10-30 2025-09-30 13F IQVIA HLDGS COM 46266C105 3,332 -24 -0.72 633 19.70 0.1577
2025-08-11 2025-06-30 13F IQVIA HLDGS COM 46266C105 3,356 9 0.27 529 -10.51 0.1360
2025-04-14 2025-03-31 13F IQVIA HLDGS COM 46266C105 3,347 3,347 590 0.1642
2025-01-14 2024-12-31 13F IQVIA HLDGS COM 46266C105 0 -2,552 -100.00 0 -100.00
2024-10-23 2024-09-30 13F IQVIA HLDGS COM 46266C105 2,552 -44 -1.69 605 10.22 0.1737
2024-07-18 2024-06-30 13F IQVIA HLDGS COM 46266C105 2,596 -38 -1.44 549 -17.72 0.1713
2024-04-22 2024-03-31 13F IQVIA HLDGS COM 46266C105 2,634 -173 -6.16 666 2.62 0.2057
2024-01-29 2023-12-31 13F IQVIA HLDGS COM 46266C105 2,807 -645 -18.68 649 -4.42 0.2271
2023-10-10 2023-09-30 13F IQVIA HLDGS COM 46266C105 3,452 85 2.52 679 -10.19 0.2594
2023-07-10 2023-06-30 13F IQVIA HLDGS COM 46266C105 3,367 1,097 48.33 757 67.63 0.2861
2023-04-18 2023-03-31 13F IQVIA HLDGS COM 46266C105 2,270 87 3.99 451 0.89 0.2008
2023-02-14 2022-12-31 13F IQVIA HLDGS COM 46266C105 2,183 61 2.87 447 16.10 0.2124
2022-10-25 2022-09-30 13F IQVIA HLDGS COMMON STOCK 46266C105 2,122 45 2.17 385 -14.44 0.1726
2022-07-28 2022-06-30 13F IQVIA HLDGS COMMON STOCK 46266C105 2,077 164 8.57 450 1.81 0.1841
2022-07-28 2022-03-31 13F/A-1 IQVIA HLDGS Commom Stock 46266C105 1,913 25 1.32 442 -17.07 0.1478
2022-05-13 2022-03-31 13F IQVIA HLDGS COM 46266C105 1,844 -44 426 0.1484
2022-01-21 2021-12-31 13F IQVIA Holdings COMMON STOCK 46266C105 1,888 61 3.34 533 21.69 0.1566
2021-10-22 2021-09-30 13F IQVIA Holdings COM 46266C105 1,827 42 2.35 438 1.15 0.1432
2021-07-21 2021-06-30 13F IQVIA Holdings COMMON STOCK 46266C105 1,785 1,785 433 0.1385
2020-07-17 2020-06-30 13F IQVIA Holdings COM 46266C105 0 -2,774 -100.00 0 -100.00
2020-04-16 2020-03-31 13F IQVIA Holdings COM 46266C105 2,774 88 3.28 299 -27.95 0.1688
2020-02-12 2019-12-31 13F IQVIA Holdings COM 46266C105 2,686 23 0.86 415 4.27 0.2339
2019-10-17 2019-09-30 13F IQVIA Holdings COM 46266C105 2,663 42 1.60 398 -5.69 0.2371
2019-08-15 2019-06-30 13F IQVIA Holdings COM 46266C105 2,621 164 6.67 422 19.55 0.2782
2019-05-06 2019-03-31 13F IQVIA Holdings COM 46266C105 2,457 1,972 406.60 353 -37.30 0.2908
2019-02-13 2018-12-31 13F IQVIA Holdings COM 46266C105 485 485 563 0.2566
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.