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Castlefield Investment Partners’s IQVIA IQV Stock Holding History

Castlefield Investment Partners’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 		$601K Buy
3,110
+1,692
+119% +$295K 0.41% 27
2026
Q1 		$242K Buy
1,418
+666
+89% +$130K 0.18% 29
2025
Q4 		$170K Buy
+752
New +$164K 0.13% 28

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JP Morgan Chase
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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

Castlefield Investment Partners's IQV Position: Q2 2026 in Review

Castlefield Investment Partners increased its IQVIA (IQV) stake by 119% in Q2 2026, buying an estimated $295K and bringing the position to 3,110 shares worth $601K. The position accounts for 0.41% of the portfolio, ranked #27.

Castlefield Investment Partners first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Castlefield Investment Partners held 3,110 shares of IQVIA worth $601K as of Q2 2026.
  • Castlefield Investment Partners bought 1,692 IQVIA shares in Q2 2026, an estimated $295K.
  • IQVIA made up 0.41% of Castlefield Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Castlefield Investment Partners first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Castlefield Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.