IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership4,594 shares
Latest Disclosed Value $ 783,461
Td Private Client Wealth Llc reports 58.30% increase in ownership of IQV / IQVIA Holdings Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 4,594 shares of IQVIA Holdings Inc. (MX:IQV) valued at $783,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,902 shares of IQVIA Holdings Inc.. This represents a change in shares of 58.30% 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)
2026-04-27 2026-03-31 13F IQVIA HLDGS COMMON STOCK 46266C105 4,594 1,692 58.30 783 19.72 0.0162
2026-02-05 2025-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 2,902 -36 -1.23 654 17.20 0.0139
2025-10-27 2025-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 2,938 2,802 2,060.29 558 2,557.14 0.0126
2025-07-15 2025-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 136 -340 -71.43 21 -74.70 0.0005
2025-04-29 2025-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 476 -475 -49.95 84 -55.38 0.0023
2025-02-11 2024-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 951 -80 -7.76 187 -23.77 0.0052
2024-11-18 2024-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 1,031 80 8.41 244 21.39 0.0070
2024-08-14 2024-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 951 4 0.42 201 -15.90 0.0063
2024-08-16 2024-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 947 111 13.28 239 23.83 0.0079
2024-08-16 2023-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 836 7 0.84 193 16.97 0.0070
2024-08-16 2023-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 829 -17 -2.01 166 -14.51 0.0072
2024-08-16 2023-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 846 16 1.93 193 16.97 0.0084
2024-08-16 2023-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 830 201 31.96 165 28.91 0.0074
2024-08-16 2022-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 629 -165 -20.78 129 -10.49 0.0061
2024-08-16 2022-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 794 5 0.63 144 -16.37 0.0074
2024-08-16 2022-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 789 -22 -2.71 171 -9.52 0.0083
2024-08-16 2022-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 811 -56 -6.46 189 -22.54 0.0081
2024-08-16 2021-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 867 36 4.33 245 22.61 0.0102
2024-08-16 2021-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 831 23 2.85 199 2.05 0.0085
2024-08-16 2021-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 808 9 1.13 196 26.62 0.0084
2024-08-16 2021-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 799 154 23.88 154 33.91 0.0072
2024-08-16 2020-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 645 48 8.04 116 22.34 0.0059
2024-08-16 2020-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 597 -38 -5.98 94 4.44 0.0053
2024-08-16 2020-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 635 -85 -11.81 90 16.88 0.0053
2024-08-16 2020-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 720 70 10.77 78 -23.00 0.0056
2024-08-16 2019-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 650 650 100 0.0060
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.