IQV β€” Iqvia Hldgs Inc

Ownership history in BRUNI J V & CO /CO  Β·  5 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported Iqvia Hldgs Inc (IQV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.51% in 2024 Q4. The latest visible filing shows IQV at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in Iqvia Hldgs Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IQV was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRUNI J V & CO /CO held IQV β€” position size vs. price
% of Fund (quarterly)    IQV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,807 -73 -0.1% 1.50% $15.3M 2026-02-14 (Est.) $166.94
2025 Q3 ADDED 67,880 +37 +0.1% 1.30% $12.9M 2025-11-10 $213.05
2025 Q2 ADDED 67,843 +350 +0.5% 1.13% $10.7M 2025-08-06 $177.49
2025 Q1 REDUCED 67,493 -207 -0.3% 1.38% $11.9M 2025-05-12 $156.13
2024 Q4 INITIATED 67,700 β€” β€” 1.51% $13.3M 2025-02-05 $205.44

FAQ About BRUNI J V & CO /CO and IQV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRUNI J V & CO /CO reported owning IQV?

BRUNI J V & CO /CO reported IQV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IQV position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for IQV was 1.51% in 2024 Q4.

What is the latest reported IQV position on this page?

The most recent filing on this page is 2025 Q4, when BRUNI J V & CO /CO reported 67,807 shares, equal to 1.50% of portfolio, with an estimated market value of $15.3M.

What does the chart on this IQV ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly IQV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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