SOL Capital Management CO IQV β€” IQVIA HLDGS INC

Ownership history in SOL Capital Management CO  Β·  1 quarter on record

AI Ownership Summary

SOL Capital Management CO reported IQVIA HLDGS INC (IQV) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows IQV at 0.14% 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 SOL Capital Management 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
2026 Q1

IQV was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 SOL Capital Management 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 1,861 β€” β€” 0.14% $281K 2026-04-24 $162.28

FAQ About SOL Capital Management 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 SOL Capital Management CO reported owning IQV?

SOL Capital Management CO reported IQV across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IQV position in SOL Capital Management CO's portfolio?

The largest reported portfolio weight for IQV was 0.14% in 2026 Q1.

What is the latest reported IQV position on this page?

The most recent filing on this page is 2026 Q1, when SOL Capital Management CO reported 1,861 shares, equal to 0.14% of portfolio, with an estimated market value of $281K.

What does the chart on this IQV ownership page compare?

The chart compares SOL Capital Management 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.

← Back to SOL Capital Management CO Holdings