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Bellevue Group’s IQVIA IQV Stock Holding History

Bellevue Group’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 		$56.6K Sell
293
-447
-60% -$77.9K ﹤0.01% 140
2026
Q1 		$126K Sell
740
-40,527
-98% -$7.91M ﹤0.01% 135
2025
Q4 		$9.3M Sell
41,267
-11,631
-22% -$2.53M 0.18% 64
2025
Q3 		$10M Buy
52,898
+19,198
+57% +$3.49M 0.21% 62
2025
Q2 		$5.31M Sell
33,700
-27,368
-45% -$4.12M 0.12% 81
2025
Q1 		$10.8M Buy
61,068
+16,235
+36% +$3.15M 0.24% 73
2024
Q4 		$8.81M Sell
44,833
-84,994
-65% -$17.9M 0.17% 83
2024
Q3 		$30.8M Buy
129,827
+37,744
+41% +$8.91M 0.5% 60
2024
Q2 		$19.5M Buy
92,083
+83,747
+1,005% +$19M 0.32% 75
2024
Q1 		$2.11M Buy
8,336
+76
+0.9% +$17.7K 0.03% 107
2023
Q4 		$1.91M Sell
8,260
-146,960
-95% -$30.2M 0.03% 108
2023
Q3 		$30.5M Sell
155,220
-6,900
-4% -$1.5M 0.49% 58
2023
Q2 		$36.4M Sell
162,120
-10,358
-6% -$2.08M 0.52% 60
2023
Q1 		$34.3M Sell
172,478
-10,842
-6% -$2.32M 0.5% 58
2022
Q4 		$37.6M Buy
183,320
+23,093
+14% +$4.68M 0.5% 60
2022
Q3 		$29M Sell
160,227
-8,371
-5% -$1.83M 0.42% 64
2022
Q2 		$36.6M Buy
168,598
+9,478
+6% +$2.06M 0.52% 58
2022
Q1 		$36.8M Sell
159,120
-4,400
-3% -$1.04M 0.43% 71
2021
Q4 		$46.1M Sell
163,520
-27,100
-14% -$7.03M 0.48% 67
2021
Q3 		$45.7M Buy
190,620
+13,220
+7% +$3.34M 0.46% 65
2021
Q2 		$43M Buy
177,400
+175,600
+9,756% +$40.5M 0.42% 73
2021
Q1 		$348K Sell
1,800
-1,100
-38% -$207K ﹤0.01% 180
2020
Q4 		$520K Hold
2,900
– – 0.01% 179
2020
Q3 		$457K Hold
2,900
– – 0.01% 186
2020
Q2 		$411K Buy
2,900
+1,000
+53% +$136K 0.01% 187
2020
Q1 		$205K Buy
+1,900
New +$271K ﹤0.01% 212
2017
Q4 		– Sell
-71,170
Closed -$6.77M – 136
2017
Q3 		$6.77M Buy
71,170
+4,650
+7% +$431K 0.71% 46
2017
Q2 		$5.95M Buy
+66,520
New +$5.62M 0.7% 52

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellevue Group's IQV Position: Q2 2026 in Review

Bellevue Group reduced its IQVIA (IQV) stake by 60% in Q2 2026, selling an estimated $77.9K and leaving 293 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Bellevue Group first reported a position in IQV in Q2 2017 and has held it in 28 quarters since. The position peaked at $46.1M in Q4 2021. 995 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Bellevue Group held 293 shares of IQVIA worth $56.6K as of Q2 2026.
  • Bellevue Group sold 447 IQVIA shares in Q2 2026, an estimated $77.9K.
  • IQVIA made up ﹤0.01% of Bellevue Group's portfolio in Q2 2026, its #140 holding.
  • Bellevue Group first reported a position in IQVIA in Q2 2017 and has held it in 28 quarters since.
  • Bellevue Group's IQVIA position peaked at $46.1M in Q4 2021.
  • 995 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.