Hardman Johnston Large Cap Equity Holds Firm on IQVIA Holdings (IQV). Here’s Why

3 hours ago 2

Soumya Eswaran

Thu, July 2, 2026 astatine 9:01 AM CDT 3 min read

Hardman Johnston Global Advisors, an concern absorption firm, issued its capitalist missive for the Hardman Johnston Large Cap Equity Strategy for the archetypal 4th of 2026. A transcript of the missive tin beryllium downloaded here. The strategy achieved a instrumentality of 0.68% (gross) and 0.57% (net) during this period, successful opposition to a -4.33% instrumentality for the S&P 500 Total Return Index. Companies with robust backlogs of lawsuit concern were rewarded, portion those with much economically delicate clients faced underperformance. Looking beyond the contiguous disruptions, the steadfast believes the wide outlook for the U.S. system remains positive. Please reappraisal the Strategy's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist missive Hardman Johnston Large Cap Equity Strategy highlighted IQVIA Holdings Inc. (NYSE:IQV). IQVIA Holdings Inc. (NYSE:IQV) is simply a US-based supplier of objective probe services, commercialized insights, and healthcare quality to the beingness sciences and healthcare industries. On July 1, 2026, IQVIA Holdings Inc. (NYSE:IQV) closed astatine $203.20 per share, reflecting a marketplace capitalization of $33.91 billion. IQVIA Holdings Inc. (NYSE:IQV) posted a one-month instrumentality of 8.73%, and its shares gained 23.72% implicit the past 52 weeks.

Hardman Johnston Large Cap Equity Strategy stated the pursuing regarding IQVIA Holdings Inc. (NYSE:IQV) successful its Q1 2026 capitalist letter:

"Also detracting was IQVIA Holdings Inc. (NYSE:IQV). A captious spouse to the biotech and pharmaceutical industries, the banal has been nether unit from some fears of AI disruption (they reason that it volition assistance some them and their customers) and a turn-up successful involvement rates slowing spending for immoderate of their smaller customers. While determination whitethorn beryllium thing to the 2nd point, we proceed to deliberation that the postulation of capabilities and assets this institution holds makes them a almighty subordinate successful their industry."

IQVIA Holdings (IQV) Snaps 2-Day Losses connected Higher-than-Expected Earnings

IQVIA Holdings Inc. (NYSE:IQV) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 64 hedge money portfolios held IQVIA Holdings Inc. (NYSE:IQV) astatine the extremity of the archetypal quarter, compared to 69 successful the erstwhile quarter. While we admit the imaginable of IQVIA Holdings Inc. (NYSE:IQV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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