OPPENHEIMER & CO INC IQV β€” IQVIA HLDGS INC

Ownership history in OPPENHEIMER & CO INC  Β·  16 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported IQVIA HLDGS INC (IQV) in 16 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows IQV at 0.00% 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 OPPENHEIMER & CO INC'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 Q3

IQV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

IQV stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 32.3% +19.6% ❌ 1,729 -825 -32.3% 0.00% $328K 2025-11-06 $210.86
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IQV

As of 2026 Q1 β€” sorted by position size

Walter Public Investments Inc. 3Y 2.19% North Growth Management Ltd. 3Y 7Y 1.97% Washington Trust Advisors, Inc. 3Y 1.78% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 1.61% Howard Capital Management Group, LLC 3Y 1.52% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 1.45% TWIN CITY PRIVATE WEALTH, LLC 1.37% Investment Research & Advisory Group, Inc. 3Y 1.09% Carmel Capital Partners, LLC 3Y 1.06% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 1.04%

FAQ About OPPENHEIMER & CO INC and IQV

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

How long has OPPENHEIMER & CO INC reported owning IQV?

OPPENHEIMER & CO INC reported IQV across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IQV position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for IQV was 0.00% in 2025 Q3.

What is the latest reported IQV position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 1,729 shares, equal to 0.00% of portfolio, with an estimated market value of $328K.

What does the chart on this IQV ownership page compare?

The chart compares OPPENHEIMER & CO INC'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 OPPENHEIMER & CO INC time their IQV position?

Based on 13F filing dates vs. subsequent IQV price moves, OPPENHEIMER & CO INC correctly timed 2 out of 14 reported position changes (14%). The annualised alpha on IQV relative to SPY over the holding period was +11.3%.

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