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Baldwin Investment Management’s IQVIA IQV Stock Holding History

Baldwin Investment Management’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
Q2 		$523K Sell
2,706
-52
-2% -$9.07K 0.05% 161
2026
Q1 		$470K Buy
2,758
+200
+8% +$39K 0.06% 161
2025
Q4 		$577K Sell
2,558
-200
-7% -$43.5K 0.07% 146
2025
Q3 		$524K Sell
2,758
-25
-0.9% -$4.55K 0.06% 148
2025
Q2 		$439K Buy
2,783
+430
+18% +$64.7K 0.05% 159
2025
Q1 		$415K Sell
2,353
-512
-18% -$99.3K 0.05% 159
2024
Q4 		$563K Sell
2,865
-683
-19% -$144K 0.07% 141
2024
Q3 		$841K Buy
3,548
+280
+9% +$66.1K 0.11% 118
2024
Q2 		$691K Hold
3,268
– – 0.09% 129
2024
Q1 		$826K Buy
3,268
+200
+7% +$46.7K 0.11% 118
2023
Q4 		$710K Buy
3,068
+105
+4% +$21.6K 0.11% 117
2023
Q3 		$583K Sell
2,963
-5
-0.2% -$1.09K 0.1% 127
2023
Q2 		$667K Sell
2,968
-20
-0.7% -$4.02K 0.11% 124
2023
Q1 		$594K Sell
2,988
-87
-3% -$18.6K 0.11% 125
2022
Q4 		$630K Sell
3,075
-192
-6% -$38.9K 0.11% 122
2022
Q3 		$592K Sell
3,267
-125
-4% -$27.4K 0.12% 119
2022
Q2 		$736K Sell
3,392
-250
-7% -$54.3K 0.14% 112
2022
Q1 		$842K Sell
3,642
-58
-2% -$13.7K 0.13% 119
2021
Q4 		$1.04M Buy
3,700
+45
+1% +$11.7K 0.16% 100
2021
Q3 		$876K Sell
3,655
-75
-2% -$18.9K 0.15% 106
2021
Q2 		$904K Sell
3,730
-310
-8% -$71.6K 0.15% 108
2021
Q1 		$780K Sell
4,040
-238
-6% -$44.7K 0.14% 119
2020
Q4 		$766K Buy
4,278
+853
+25% +$144K 0.15% 111
2020
Q3 		$540K Buy
+3,425
New +$537K 0.13% 115

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Investment Management's IQV Position: Q2 2026 in Review

Baldwin Investment Management reduced its IQVIA (IQV) stake by 1.9% in Q2 2026, selling an estimated $9.07K and leaving 2,706 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #161.

Baldwin Investment Management first reported a position in IQV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.04M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Baldwin Investment Management held 2,706 shares of IQVIA worth $523K as of Q2 2026.
  • Baldwin Investment Management sold 52 IQVIA shares in Q2 2026, an estimated $9.07K.
  • IQVIA made up 0.05% of Baldwin Investment Management's portfolio in Q2 2026, its #161 holding.
  • Baldwin Investment Management first reported a position in IQVIA in Q3 2020 and has held it in 24 quarters since.
  • Baldwin Investment Management's IQVIA position peaked at $1.04M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.