IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership15,419 shares
Latest Disclosed Value $ 2,629,556
CWM Advisors, LLC reports 17.62% decrease in ownership of IQV / IQVIA Holdings Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 15,419 shares of IQVIA Holdings Inc. (MX:IQV) valued at $2,629,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,717 shares of IQVIA Holdings Inc.. This represents a change in shares of -17.62% 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)
2026-05-13 2026-03-31 13F/A-1 IQVIA HLDGS COM 46266C105 15,419 -3,298 -17.62 2,630 -37.67 0.5275
2026-04-23 2026-03-31 13F IQVIA HLDGS COM 46266C105 18,536 -181 3,161 0.2602
2026-02-17 2025-12-31 13F IQVIA HLDGS COM 46266C105 18,717 185 1.00 4,219 19.86 0.3796
2025-10-15 2025-09-30 13F IQVIA HLDGS COM 46266C105 18,532 -902 -4.64 3,520 14.92 0.3426
2025-07-24 2025-06-30 13F IQVIA HLDGS COM 46266C105 19,434 347 1.82 3,063 -8.98 0.3336
2025-06-03 2025-03-31 13F IQVIA HLDGS COM 46266C105 19,087 1,296 7.28 3,365 -3.78 0.4000
2025-01-17 2024-12-31 13F IQVIA HLDGS COM 46266C105 17,791 -904 -4.84 3,496 -21.08 0.3912
2024-10-10 2024-09-30 13F IQVIA HLDGS COM 46266C105 18,695 -350 -1.84 4,430 10.03 0.4532
2024-08-12 2024-06-30 13F IQVIA HLDGS COM 46266C105 19,045 -3,069 -13.88 4,027 -28.00 0.4641
2024-05-07 2024-03-31 13F IQVIA HLDGS COM 46266C105 22,114 2,678 13.78 5,592 24.35 0.5722
2024-02-12 2023-12-31 13F IQVIA HLDGS COM 46266C105 19,436 -252 -1.28 4,497 16.11 0.4946
2023-10-26 2023-09-30 13F IQVIA HLDGS COM 46266C105 19,688 17,535 814.44 3,874 701.86 0.4946
2023-07-31 2023-06-30 13F IQVIA HLDGS COM 46266C105 2,153 -127 -5.57 484 6.62 0.0585
2023-04-24 2023-03-31 13F IQVIA HLDGS COM 46266C105 2,280 189 9.04 454 5.84 0.0577
2023-01-26 2022-12-31 13F IQVIA HLDGS COM 46266C105 2,091 -2,590 -55.33 428 -49.53 0.0551
2022-11-07 2022-09-30 13F IQVIA HLDGS COM 46266C105 4,681 2,866 157.91 848 115.23 0.1198
2022-08-10 2022-06-30 13F IQVIA HLDGS COM 46266C105 1,815 -129 -6.64 394 -12.25 0.0523
2022-04-21 2022-03-31 13F IQVIA HLDGS COM 46266C105 1,944 -2,460 -55.86 449 -63.85 0.0520
2022-02-14 2021-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 4,404 584 15.29 1,242 35.74 0.1424
2022-02-03 2021-12-31 13F IQVIA HLDGS COM 46266C105 1,474 -2,346 416 0.1178
2021-11-09 2021-09-30 13F IQVIA HLDGS COM 46266C105 3,820 -9,850 -72.06 915 -72.38 0.1157
2021-08-10 2021-06-30 13F IQVIA HLDGS COM 46266C105 13,670 839 6.54 3,313 33.70 0.4359
2021-04-30 2021-03-31 13F IQVIA HLDGS COM 46266C105 12,831 4,967 63.16 2,478 75.87 0.3800
2021-02-12 2020-12-31 13F IQVIA HLDGS COM 46266C105 7,864 -2,948 -27.27 1,409 -17.31 0.3116
2020-11-16 2020-09-30 13F IQVIA HOLDINGS COM 46266C105 10,812 3,558 49.05 1,704 65.60 0.4689
2020-08-12 2020-06-30 13F IQVIA HLDGS COM 46266C105 7,254 3,309 83.88 1,029 141.55 0.3554
2020-05-08 2020-03-31 13F IQVIA HLDGS COM 46266C105 3,945 -729 -15.60 426 -41.00 0.1702
2020-01-24 2019-12-31 13F IQVIA HLDGS COM 46266C105 4,674 444 10.50 722 14.24 0.2589
2019-11-13 2019-09-30 13F IQVIA HLDGS COM 46266C105 4,230 665 18.65 632 10.10 0.2410
2019-07-16 2019-06-30 13F IQVIA HLDGS COM 46266C105 3,565 548 18.16 574 32.26 0.2414
2019-05-16 2019-03-31 13F IQVIA HLDGS COM 46266C105 3,017 46 1.55 434 25.80 0.2015
2019-02-21 2018-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 2,971 581 24.31 345 11.29 0.2320
2019-02-01 2018-12-31 13F IQVIA HLDGS COM 46266C105 2,971 653 345
2019-02-21 2018-09-30 13F/A-1 IQVIA HLDGS COM 46266C105 2,390 2,390 310 0.1910
2018-11-07 2018-09-30 13F IQVIA HLDGS COM 46266C105 2,318 2,318 301
2019-02-22 2018-03-31 13F/A-1 IQvia Hldgs COM 46266C105 0 -229 -100.00 0 -100.00
2019-02-21 2017-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 229 229 22 0.0187
2018-02-15 2017-12-31 13F IQvia Hldgs COM 46266C105 229 22 0.0175
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.