Number of Shares
99,077.00
Current Holdings Value*
$15.61 Mil
% of Portfolio
1.74%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
8.55%

Running Oak Capital LLC's IQVIA Holdings Inc Holding Summary

As of 2025-06-30, Running Oak Capital LLC held 99,077.00 shares of IQVIA Holdings Inc(IQV), totaling $15.61 Mil. This investment constitutes 1.74% of their stock portfolio, and Running Oak Capital LLC now holds 0.06% of the outstanding IQVIA Holdings Inc(IQV) stock.

The initial trade took place in 2019Q4. And since then Running Oak Capital LLC has made 14 purchases of IQV, at an average price of $178.02, for a total of 114,141.00 shares. In addition, there have been 4 sales at an average price of $168.86 for 15,064.00 shares. Based on historical transaction data and IQV's current price of $196.94, Running Oak Capital LLC's estimated gain on his IQV holdings is $1.74 Mil, reflecting a 8.55% gain to date.

Running Oak Capital LLC IQV ($196.94) Holding Chart

Running Oak Capital LLC IQV ($196.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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