IQVIA Holdings Inc.
US ˙ NYSE ˙ US46266C1053

SecurityIQV / IQVIA Holdings Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership1,920 shares
Latest Disclosed Value $ 327,437
Principle Wealth Partners Llc ownership in IQV / IQVIA Holdings Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 1,920 shares of IQVIA Holdings Inc. (US:IQV) valued at $327,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,920 shares of IQVIA Holdings Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $349,536 USD.

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)
2026-05-07 2026-03-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 327 -24.31 0.0187
2026-02-06 2025-12-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 433 18.68 0.0243
2025-11-03 2025-09-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 365 20.53 0.0212
2025-07-30 2025-06-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 303 -10.65 0.0189
2025-05-06 2025-03-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 338 -10.34 0.0242
2025-01-29 2024-12-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 377 -16.96 0.0265
2024-11-13 2024-09-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 455 12.10 0.0322
2024-08-13 2024-06-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 406 -16.49 0.0309
2024-04-23 2024-03-31 13F/A-1 IQVIA HLDGS COM 46266C105 1,920 0 0.00 486 9.23 0.0379
2024-04-23 2024-03-31 13F IQVIA HLDGS COM 46266C105 1,920 0 486 0.0379
2024-02-05 2023-12-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 444 17.77 0.0382
2023-11-01 2023-09-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 378 -12.53 0.0380
2023-07-31 2023-06-30 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 432 13.12 0.0434
2023-05-10 2023-03-31 13F IQVIA HLDGS COM 46266C105 1,920 0 0.00 382 -3.05 0.0408
2023-02-02 2022-12-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 393 12.93 0.0446
2022-11-14 2022-09-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 348 -16.55 0.0328
2022-08-02 2022-06-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 417 -6.08 0.0502
2022-05-12 2022-03-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 444 -18.08 0.0467
2022-02-11 2021-12-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 542 17.83 0.0569
2021-11-16 2021-09-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 460 -1.08 0.0531
2021-08-13 2021-06-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 465 25.34 0.0528
2021-05-18 2021-03-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 371 7.85 0.0434
2021-02-16 2020-12-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 344 13.53 0.0453
2020-11-16 2020-09-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 303 11.40 0.0844
2020-08-14 2020-06-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 272 31.40 0.0799
2020-05-13 2020-03-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 207 -30.30 0.0777
2020-02-04 2019-12-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 297 3.48 0.0948
2019-11-05 2019-09-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 287 -7.12 0.0992
2019-11-05 2019-06-30 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 309 11.96 0.1590
2019-10-30 2019-03-31 13F IQVIA HLDGS INC COM Stock 46266C105 1,920 0 0.00 276 23.77 0.1578
2019-10-10 2018-12-31 13F IQVIA HLDGS INC COM Com 46266C105 1,920 1,920 223 0.1871
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.