BTW
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Boston Trust Walden’s IQVIA IQV Stock Holding History

Boston Trust Walden’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
Q1 		$443K Buy
+2,600
New +$507K ﹤0.01% 339
2017
Q1 		– Sell
-3,930
Closed -$299K – 354
2016
Q4 		$299K Sell
3,930
-93,923
-96% -$7.2M ﹤0.01% 336
2016
Q3 		$7.93M Sell
97,853
-7,658
-7% -$580K 0.13% 188
2016
Q2 		$6.89M Sell
105,511
-193,678
-65% -$13M 0.12% 199
2016
Q1 		$19.5M Buy
299,189
+2,560
+0.9% +$162K 0.34% 115
2015
Q4 		$20.4M Buy
296,629
+5,431
+2% +$371K 0.38% 98
2015
Q3 		$20.3M Buy
291,198
+29,613
+11% +$2.22M 0.34% 126
2015
Q2 		$19M Buy
261,585
+63,960
+32% +$4.38M 0.29% 150
2015
Q1 		$13.2M Buy
+197,625
New +$12.5M 0.2% 164

Other funds holding IQV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return