Rothwell Investment Advisors, LLC’s IQVIA IQV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$66.9K	Buy	+249	New	+$60.2K	0.04%	360

Other funds holding IQV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IQV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in IQVIA (IQV) in Q3 2026: 249 shares worth $66.9K. The stake represents 0.04% of the portfolio and ranks #360 among its holdings.

607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Rothwell Investment Advisors, LLC held 249 shares of IQVIA worth $66.9K as of Q3 2026.
IQVIA was a new Rothwell Investment Advisors, LLC position in Q3 2026.
IQVIA made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #360 holding.
607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.