Cerity Partners
IQV icon

Cerity Partners’s IQVIA IQV Stock Holding History

Cerity 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 		$27.3M Sell
141,227
-2,832
-2% -$494K 0.03% 390
2026
Q1 		$24.6M Sell
144,059
-35,616
-20% -$6.95M 0.03% 383
2025
Q4 		$40.5M Buy
179,675
+19,958
+12% +$4.34M 0.06% 271
2025
Q3 		$30.4M Buy
159,717
+1,285
+0.8% +$234K 0.05% 294
2025
Q2 		$25M Buy
158,432
+31,593
+25% +$4.76M 0.04% 322
2025
Q1 		$22.4M Sell
126,839
-122,380
-49% -$23.7M 0.05% 315
2024
Q4 		$49.5M Sell
249,219
-47,540
-16% -$10M 0.11% 174
2024
Q3 		$70.3M Buy
296,759
+10,496
+4% +$2.48M 0.16% 143
2024
Q2 		$60.5M Sell
286,263
-16,431
-5% -$3.73M 0.16% 138
2024
Q1 		$76.5M Sell
302,694
-19,540
-6% -$4.56M 0.2% 107
2023
Q4 		$74.6M Buy
322,234
+19,370
+6% +$3.98M 0.25% 97
2023
Q3 		$59.6M Sell
302,864
-23,186
-7% -$5.03M 0.29% 92
2023
Q2 		$73.3M Sell
326,050
-4,964
-1% -$997K 0.29% 82
2023
Q1 		$66M Buy
331,014
+1,231
+0.4% +$263K 0.16% 103
2022
Q4 		$67.6M Buy
329,783
+266,789
+424% +$54.1M 0.43% 54
2022
Q3 		$11.4M Buy
62,994
+42,009
+200% +$9.2M 0.14% 140
2022
Q2 		$4.55M Buy
20,985
+885
+4% +$192K 0.05% 257
2022
Q1 		$4.65M Sell
20,100
-1,425
-7% -$337K 0.07% 204
2021
Q4 		$6.07M Buy
21,525
+6,372
+42% +$1.65M 0.09% 178
2021
Q3 		$3.63M Sell
15,153
-558
-4% -$141K 0.08% 188
2021
Q2 		$3.81M Buy
15,711
+91
+0.6% +$21K 0.08% 180
2021
Q1 		$3.02M Sell
15,620
-97
-0.6% -$18.2K 0.07% 196
2020
Q4 		$2.82M Buy
15,717
+57
+0.4% +$9.61K 0.09% 171
2020
Q3 		$2.47M Buy
+15,660
New +$2.45M 0.1% 146

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Cerity Partners's IQV Position: Q2 2026 in Review

Cerity Partners reduced its IQVIA (IQV) stake by 2% in Q2 2026, selling an estimated $494K and leaving 141,227 shares worth $27.3M. The position accounts for 0.03% of the portfolio, ranked #390.

Cerity Partners first reported a position in IQV in Q3 2020 and has held it in 24 quarters since. The position peaked at $76.5M in Q1 2024. 1,088 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cerity Partners held 141,227 shares of IQVIA worth $27.3M as of Q2 2026.
  • Cerity Partners sold 2,832 IQVIA shares in Q2 2026, an estimated $494K.
  • IQVIA made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #390 holding.
  • Cerity Partners first reported a position in IQVIA in Q3 2020 and has held it in 24 quarters since.
  • Cerity Partners's IQVIA position peaked at $76.5M in Q1 2024.
  • 1,088 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.