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Locking in Gains: Portfolio Discipline Triggers IQVIA Holding (IQV) Trim After Q2 Beat

yf_tkr_IQV · 2026-10-23

$IQV

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%. For the first nine months of the year, the Composite returned 1.9%, compared to 13.4% for the Index. The […]

Sector coverage: Healthcare · Diagnostics & Research

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