IQV · IQVIA HOLDINGS INC.

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IQVIA Holdings Inc. provides clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The Technology & Analytics Solutions segment offers a range of cloud-based applications and associated implementation services; real world solutions that enable life sciences and provider customers to generate and disseminate evidence, which informs health care decision making and improves patients' outcomes; and strategic and implementation consulting services, such as advanced analytics and commercial processes outsourcing services.

Close · 3M

+19.47%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals4

Win rate100% (4/4)

Avg buy return+18.48%

AIEQno longer held3 signals

AIEQ · Exit · 1d

The AIEQ fund displayed a distinct pattern, gradually increasing its allocation to IQV from 0.2800% to 0.3200% before fully divesting on 2026-07-01, consistent with its daily rebalancing and high-turnover approach driven by IBM Watson NLP. This prior accumulation likely stemmed from positive sentiment detected by Watson across news and social posts, reflecting IQV's solid revenue growth of 7.32% and a one-year return of +31.4%, positioning it at 83% of its 52-week high. However, the sudden liquidation suggests a recent negative shift in the textual data ingested by Watson, perhaps indicating emerging risks or a change in outlook despite the company's valuation metrics and previous strong price performance. The prompt and complete removal on 2026-07-01 underscores EquBot's risk overlay responding to a decisive signal, aligning with AIEQ's broad market, fundamentals-and-sentiment hybrid style to avoid potential overextension in a stock that had seen significant gains.

weight 0.320% → 0 (exited)·stock up 8.8% in the 30 days before

Jul 1·entry $203.20·now $207.83

+2.28%

since Jul 1

AIEQ · Weight increase · 2d

IQVIA (IQV) presented a Price/Earnings ratio of 22.22, a Return on Equity of 22.46%, and revenue growth of 7.32%, contributing to its suitability within AIEQ's fundamental-driven selection criteria. The observed consecutive weight increases in AIEQ on June 24th and 25th, moving from 0.28% to 0.31%, occurred while IQV’s current price of $186.43 reflected an 8.2% return over the prior 30 days and positioned it at 76% of its 52-week high. Amplify ETFs' AIEQ, leveraging IBM Watson NLP for daily rankings, likely adjusted its position in this Health Care sector stock due to an updated positive sentiment or fundamental signal, which EquBot’s risk overlay then converted into these specific increases given the fund's daily rebalancing and high-turnover strategy.

weight 0.280% → 0.310% (+0.030 pp)·stock up 15.1% in the 30 days before

Jun 25·entry $186.43·now $207.83Chased

+11.48%

since Jun 25

AIEQ · New entry · 1d

weight 0 → 0.300% (new)·stock up 16.3% in the 30 days before

May 30·entry $186.82·now $207.83Chased

+11.25%

since May 30

PQUSno longer held2 signals

PQUS · Exit · 1d

IQV's P/E ratio of 20.38 and P/B ratio of 5.9, alongside 7.32% revenue growth and 22.46% ROE, initially positioned the company as a candidate meeting quality metrics for PQUS's AI ranking system and its US large-cap style. However, the stock experienced a significant -30.8% return over 90 days, bringing its current price of $169.12 down to 69% of its 52-week high by mid-May 2026. This sustained depreciation likely triggered a re-evaluation within the AI's rebalancing process, leading to the gradual reduction of IQV's weight from 0.1100% on May 9 to 0.0900% by May 13, 2026. Ultimately, the AI system determined the stock no longer met its criteria for inclusion, resulting in the complete removal from the portfolio on May 16, aligning with the fund’s objective of measured turnover for its roughly 165 US large caps.

weight 0.090% → 0 (exited)·stock down 1.6% in the 30 days before

May 16·entry $172.81·now $207.83

+20.27%

since May 16

PQUS · New entry · 1d

The AI ETF likely initiated a new position in IQV, identifying its exceptional 22.28% Return on Equity and solid 5.87% revenue growth as key indicators of strong fundamental quality and efficient capital use within the healthcare sector. This suggests retail investors should prioritize companies demonstrating robust profitability and consistent growth, even if some valuation metrics like PBR appear higher, indicating the AI values underlying business strength.

weight 0 → 0.080% (new)·stock down 7.1% in the 30 days before

Apr 30·entry $158.37·now $207.83Chased

+31.23%

since Apr 30

QRFTno longer held2 signals

QRFT · Exit · 1d

The AI ETF likely divested IQV because its valuation, specifically the high PBR and PER, became less attractive relative to its moderate revenue growth, suggesting the stock no longer met the fund's efficiency or growth-at-a-reasonable-price criteria. For retail investors, this underscores the importance of regularly reassessing a stock's valuation against its fundamental growth, recognizing that quantitative models will reallocate capital to more compelling opportunities even for fundamentally sound companies.

weight 0.060% → 0 (exited)·stock down 7.1% in the 30 days before

May 4·entry $160.94·now $207.83

+29.14%

since May 4

QRFT · New entry · 1d

weight 0 → 0.080% (new)·stock down 2.6% in the 30 days before

Apr 2·entry $173.26·now $207.83Chased

+19.95%

since Apr 2

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 18

AI ETFs PQUS and QRFT have both recently exited IQVIA, signaling a cautious or bearish stance from these algorithms. This action aligns with the framework's 'Fail' verdict, as insufficient data prevents a confident endorsement of the company against all stringent value investing criteria.

Circle of CompetenceThe company provides essential services and data to the stable and growing life sciences industry, allowing for reasonably predictable long-term cash flow projections despite industry complexity.
Economic MoatIQVIA benefits from significant scale, proprietary data assets, technology platforms that create high switching costs for clients, and a strong reputation in the highly regulated life sciences industry.
ManagementInsufficient data is provided to evaluate management's candor, capital allocation discipline, or their skin in the game.
Financial HealthOnly the most recent ROE of 22.46% is available, which is insufficient to assess the 10-year average ROE trend, operating margins, debt manageability, or owner earnings.
Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current market price offers a sufficient margin of safety.

IQVIA demonstrates a strong circle of competence within the stable life sciences sector and possesses an identifiable economic moat through its scale, data, and technology advantages. However, the analysis is incomplete due to a lack of comprehensive data on management's capital allocation, long-term financial health trends, and the existence of a clear margin of safety. Consequently, the company does not pass all criteria required by this rigorous value investing framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.