IQVIA Holdings Inc (IQV) is gone from William Von Mueffling's Cantillon Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on July 29, 2026. A quarter earlier the position was 1.71M shares worth about $291.8M, or 1.94% of the reported book. IQV had been in the portfolio for about 5 years, since the quarter ended March 31, 2021.
What did the 2026 Q2 filing report for IQV?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.71M | 0 |
| Reported value | $291.8M | $0 |
| Portfolio weight | 1.94% | 0% |
| Held since | 2021 Q1 | sold out in 2026 Q2 |
| Quarters held | 21 |
What did William Von Mueffling sell?
William Von Mueffling sold 1.71M shares of IQV between the quarter ended March 31, 2026 and June 30, 2026. The IQV exit was the 24th largest of the quarter's 38 position changes by percent change to portfolio.
Where does IQV sit in the William Von Mueffling portfolio?
Before the sale, IQV carried 1.94% of the William Von Mueffling portfolio, below the fund's average stock position of 4%. The largest stock position is AVGO at 10.61%. Next come GOOGL at 9.19% and TSM at 8.24%. The three largest stocks together are 28.04% of the book. Across the 2026 Q2 portfolio, William Von Mueffling reported 27 stock positions, with none opened and 11 closed. The total portfolio value is about $665.1M, down 96% from the prior quarter.
How long has William Von Mueffling held IQV?
William Von Mueffling held IQV for about 5 years, from the quarter ended March 31, 2021 to March 31, 2026. The weight peaked at 2.91% in 2023 Q2. Last quarter the fund had already cut the position by 12%, so the exit finishes a two-quarter unwind. Every reported trade is on the William Von Mueffling IQV trade history page.
Did other funds buy or sell IQV in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 29, 2026, 3 still hold IQV. Meanwhile one opened it. The largest buyers of IQV this quarter were Bill Nygren, Edgar Wachenheim III and Vulcan Value Partners. Every tracked holder of IQV is on the IQV ownership page.
FAQ
How many IQV shares did William Von Mueffling sell?
William Von Mueffling sold all 1.71M shares of IQV it reported a quarter earlier, worth about $291.8M.
When did William Von Mueffling first buy IQV?
William Von Mueffling first reported IQV in the quarter ended March 31, 2021.
How much of the William Von Mueffling portfolio was IQV?
IQV was 1.94% of the William Von Mueffling portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell IQV in 2026 Q2?
No other tracked fund sold out of IQV or trimmed it in 2026 Q2; 3 still hold it.