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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
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 $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Birchbrook's IQV Position: Q2 2026 in Review

Birchbrook reduced its IQVIA (IQV) stake by 6% in Q2 2026, selling an estimated $42K and leaving 3,787 shares worth $732K. The position accounts for 0.34% of the portfolio, ranked #48.

Birchbrook first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $970K in Q4 2025. 401 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Birchbrook held 3,787 shares of IQVIA worth $732K as of Q2 2026.
  • Birchbrook sold 241 IQVIA shares in Q2 2026, an estimated $42K.
  • IQVIA made up 0.34% of Birchbrook's portfolio in Q2 2026, its #48 holding.
  • Birchbrook first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's IQVIA position peaked at $970K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.