Bradley Foster & Sargent’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.6M Sell
73,840
-11,532
-14% -$2.25M 0.2% 100
2025
Q4
$19.2M Buy
85,372
+2,282
+3% +$497K 0.28% 74
2025
Q3
$15.8M Sell
83,090
-570
-0.7% -$104K 0.23% 87
2025
Q2
$13.2M Sell
83,660
-50,230
-38% -$7.56M 0.21% 93
2025
Q1
$23.6M Sell
133,890
-8,370
-6% -$1.62M 0.4% 58
2024
Q4
$28M Sell
142,260
-65,672
-32% -$13.8M 0.47% 52
2024
Q3
$49.3M Sell
207,932
-2,356
-1% -$556K 0.82% 33
2024
Q2
$44.5M Sell
210,288
-18,071
-8% -$4.11M 0.8% 37
2024
Q1
$57.7M Sell
228,359
-4,272
-2% -$997K 1.04% 30
2023
Q4
$53.8M Sell
232,631
-26,415
-10% -$5.42M 1.05% 28
2023
Q3
$58.2M Hold
259,046
1.22% 22
2023
Q2
$58.2M Buy
259,046
+16,944
+7% +$3.4M 1.22% 22
2023
Q1
$48.2M Buy
242,102
+9,704
+4% +$2.07M 1.15% 27
2022
Q4
$47.6M Sell
232,398
-3,993
-2% -$810K 1.19% 25
2022
Q3
$42.8M Buy
236,391
+14,310
+6% +$3.13M 1.18% 25
2022
Q2
$48.2M Sell
222,081
-3,243
-1% -$704K 1.24% 24
2022
Q1
$52.1M Sell
225,324
-4,127
-2% -$977K 1.11% 26
2021
Q4
$64.7M Buy
229,451
+34,325
+18% +$8.91M 1.34% 16
2021
Q3
$46.7M Buy
195,126
+1,587
+0.8% +$401K 1.1% 22
2021
Q2
$46.9M Sell
193,539
-2,097
-1% -$484K 1.1% 23
2021
Q1
$37.8M Buy
195,636
+3,975
+2% +$746K 0.96% 33
2020
Q4
$34.3M Buy
191,661
+11,379
+6% +$1.92M 0.91% 33
2020
Q3
$28.4M Buy
+180,282
New +$28.3M 0.83% 39
2020
Q1
$20.7M Buy
191,712
+100,724
+111% +$14.4M 0.83% 40
2019
Q4
$14.1M Buy
90,988
+50,434
+124% +$7.36M 0.43% 66
2019
Q3
$6.06M Sell
40,554
-987
-2% -$154K 0.2% 94
2019
Q2
$6.68M Sell
41,541
-938
-2% -$132K 0.22% 91
2019
Q1
$6.11M Sell
42,479
-333
-0.8% -$44.4K 0.21% 94
2018
Q4
$4.97M Sell
42,812
-1,863
-4% -$226K 0.2% 95
2018
Q3
$5.8M Sell
44,675
-14,226
-24% -$1.71M 0.2% 102
2018
Q2
$5.88M Buy
58,901
+227
+0.4% +$22.7K 0.21% 100
2018
Q1
$5.76M Sell
58,674
-7,000
-11% -$708K 0.22% 95
2017
Q4
$6.43M Sell
65,674
-480
-0.7% -$48.9K 0.23% 93
2017
Q3
$6.29M Sell
66,154
-1,424
-2% -$132K 0.24% 95
2017
Q2
$6.05M Sell
67,578
-72,781
-52% -$6.15M 0.24% 93
2017
Q1
$11.3M Sell
140,359
-227,567
-62% -$17.8M 0.46% 69
2016
Q4
$28M Buy
367,926
+97,292
+36% +$7.46M 1.19% 25
2016
Q3
$21.9M Buy
+270,634
New +$20.5M 0.96% 30
2013
Q4
Sell
-9,945
Closed -$446K 352
2013
Q3
$446K Buy
+9,945
New +$439K 0.03% 246

Other funds holding IQV

Bradley Foster & Sargent's IQV Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its IQVIA (IQV) stake by 14% in Q1 2026, selling an estimated $2.25M and leaving 73,840 shares worth $12.6M. The position accounts for 0.2% of the portfolio, ranked #100.

Bradley Foster & Sargent first reported a position in IQV in Q3 2013 and has held it in 39 quarters since. The position peaked at $64.7M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Bradley Foster & Sargent held 73,840 shares of IQVIA worth $12.6M as of Q1 2026.
  • Bradley Foster & Sargent sold 11,532 IQVIA shares in Q1 2026, an estimated $2.25M.
  • IQVIA made up 0.2% of Bradley Foster & Sargent's portfolio in Q1 2026, its #100 holding.
  • Bradley Foster & Sargent first reported a position in IQVIA in Q3 2013 and has held it in 39 quarters since.
  • Bradley Foster & Sargent's IQVIA position peaked at $64.7M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.