10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026

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6. IQVIA Holdings Inc. (NYSE:IQV)

YTD Decline in Share Price: 22%

Glenview Capital’s Stake: $45 million

IQVIA Holdings Inc. (NYSE:IQV) first appeared in the 13F portfolio of Glenview Capital in the fourth quarter of 2017. Back then, this position comprised 8.5 million shares. The fund started reducing this stake thereafter, steadily bringing it down to around 155,000 shares by the second quarter of 2021. It then sold off this holding completely. A new position in the stock was opened in the second quarter of 2025. This comprised 100,000 shares. Filings for the fourth quarter of 2025 show that the fund owned nearly 200,000 shares in the company, up close to 15% compared to filings for the third quarter of 2025.

Wall Street has been laser focused on the deceleration of organic growth for IQVIA Holdings Inc. (NYSE:IQV), with some analysts arguing that the company is struggling to maintain historical pace. Even though the $34.2 billion backlog is often cited as a strength, some experts view it as a potential liability if execution stalls. According to recent IQVIA Institute data, trial durations increased overall in late 2025 and early 2026, with inter-trial intervals rising by 3 months. Skeptics question the burn rate of this backlog. If trial durations continue to lengthen due to complex oncology requirements or regulatory hurdles, the conversion of that $34.2 billion into actual revenue will be pushed further into the future.

While we acknowledge the potential of IQV to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than IQV and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see 5 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026.

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