FRANKLIN STREET ADVISORS INC /NC IQV IQVIA HLDGS INC

Ownership history in FRANKLIN STREET ADVISORS INC /NC  ·  12 quarters on record

AI Ownership Summary

FRANKLIN STREET ADVISORS INC /NC reported IQVIA HLDGS INC (IQV) in 12 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.08% in 2026 Q2. The latest visible filing shows IQV at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IQV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FRANKLIN STREET ADVISORS INC /NC'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
2026 Q2

IQV was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 FRANKLIN STREET ADVISORS INC /NC held IQV — position size vs. price
% of Fund (quarterly)    IQV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 100,198 +1,002 +1.0% 1.08% $19.4M 2026-07-09 $208.97
2026 Q1 ADDED 99,196 +29,440 +42.2% 1.04% $16.9M 2026-04-10 $167.34
2025 Q4 ADDED 69,756 +66,981 +2413.7% 0.90% $15.7M 2026-01-21 $241.40
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FRANKLIN STREET ADVISORS INC /NC and IQV

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

How long has FRANKLIN STREET ADVISORS INC /NC reported owning IQV?

FRANKLIN STREET ADVISORS INC /NC reported IQV across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IQV position in FRANKLIN STREET ADVISORS INC /NC's portfolio?

The largest reported portfolio weight for IQV was 1.08% in 2026 Q2.

What is the latest reported IQV position on this page?

The most recent filing on this page is 2026 Q2, when FRANKLIN STREET ADVISORS INC /NC reported 100,198 shares, equal to 1.08% of portfolio, with an estimated market value of $19.4M.

What does the chart on this IQV ownership page compare?

The chart compares FRANKLIN STREET ADVISORS INC /NC'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.

How well did FRANKLIN STREET ADVISORS INC /NC time their IQV position?

Based on 13F filing dates vs. subsequent IQV price moves, FRANKLIN STREET ADVISORS INC /NC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IQV relative to SPY over the holding period was +184.2%.

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