Birchbrook
IQV icon

Birchbrook’s IQVIA IQV Stock Holding History

Birchbrook’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 		$1.04M Buy
3,857
+70
+2% +$16.9K 0.5% 37
2026
Q2 		$732K Sell
3,787
-241
-6% -$42K 0.34% 48
2026
Q1 		$687K Sell
4,028
-274
-6% -$53.5K 0.34% 50
2025
Q4 		$970K Sell
4,302
-200
-4% -$43.5K 0.48% 39
2025
Q3 		$855K Buy
4,502
+315
+8% +$57.3K 0.44% 42
2025
Q2 		$660K Buy
4,187
+619
+17% +$93.2K 0.35% 49
2025
Q1 		$629K Buy
3,568
+197
+6% +$38.2K 0.35% 46
2024
Q4 		$662K Buy
3,371
+25
+0.7% +$5.27K 0.38% 45
2024
Q3 		$793K Buy
3,346
+35
+1% +$8.26K 0.44% 44
2024
Q2 		$700K Sell
3,311
-33
-1% -$7.5K 0.42% 42
2024
Q1 		$846K Sell
3,344
-268
-7% -$62.6K 0.5% 38
2023
Q4 		$836K Buy
+3,612
New +$742K 0.55% 41

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Birchbrook's IQV Position: Q3 2026 in Review

Birchbrook increased its IQVIA (IQV) stake by 1.8% in Q3 2026, buying an estimated $16.9K and bringing the position to 3,857 shares worth $1.04M. The position accounts for 0.5% of the portfolio, ranked #37.

Birchbrook first reported a position in IQV in Q4 2023 and has held it in 12 quarters since. 412 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Birchbrook held 3,857 shares of IQVIA worth $1.04M as of Q3 2026.
  • Birchbrook bought 70 IQVIA shares in Q3 2026, an estimated $16.9K.
  • IQVIA made up 0.5% of Birchbrook's portfolio in Q3 2026, its #37 holding.
  • Birchbrook first reported a position in IQVIA in Q4 2023 and has held it in 12 quarters since.
  • 412 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.