Chevy Chase Trust
IQV icon

Chevy Chase Trust’s IQVIA IQV Stock Holding History

Chevy Chase Trust’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 		$14.8M Sell
86,635
-3,010
-3% -$587K 0.04% 324
2025
Q4 		$20.2M Sell
89,645
-447
-0.5% -$97.3K 0.05% 264
2025
Q3 		$17.1M Sell
90,092
-65
-0.1% -$11.8K 0.05% 295
2025
Q2 		$14.2M Sell
90,157
-2,172
-2% -$327K 0.04% 326
2025
Q1 		$16.3M Sell
92,329
-3,701
-4% -$718K 0.05% 294
2024
Q4 		$18.9M Sell
96,030
-2,248
-2% -$474K 0.06% 270
2024
Q3 		$23.3M Sell
98,278
-6,649
-6% -$1.57M 0.07% 231
2024
Q2 		$22.2M Sell
104,927
-1,927
-2% -$438K 0.07% 229
2024
Q1 		$27M Sell
106,854
-1,785
-2% -$417K 0.09% 201
2023
Q4 		$25.1M Sell
108,639
-754
-0.7% -$155K 0.09% 202
2023
Q3 		$21.5M Sell
109,393
-3,810
-3% -$827K 0.09% 208
2023
Q2 		$25.4M Sell
113,203
-2,266
-2% -$455K 0.1% 188
2023
Q1 		$23M Sell
115,469
-230
-0.2% -$49.2K 0.09% 206
2022
Q4 		$23.7M Sell
115,699
-8,019
-6% -$1.63M 0.1% 195
2022
Q3 		$22.4M Sell
123,718
-573
-0.5% -$126K 0.1% 199
2022
Q2 		$27M Sell
124,291
-1,493
-1% -$324K 0.11% 179
2022
Q1 		$29.1M Sell
125,784
-1,038
-0.8% -$246K 0.1% 186
2021
Q4 		$35.8M Sell
126,822
-3,126
-2% -$811K 0.12% 167
2021
Q3 		$31.1M Sell
129,948
-4,540
-3% -$1.15M 0.11% 174
2021
Q2 		$32.6M Sell
134,488
-7,197
-5% -$1.66M 0.11% 178
2021
Q1 		$27.4M Sell
141,685
-9,665
-6% -$1.81M 0.1% 193
2020
Q4 		$27.1M Sell
151,350
-3,392
-2% -$572K 0.1% 191
2020
Q3 		$24.4M Sell
154,742
-1,557
-1% -$244K 0.1% 189
2020
Q2 		$22.2M Sell
156,299
-13,623
-8% -$1.85M 0.09% 207
2020
Q1 		$18.3M Sell
169,922
-1,706
-1% -$244K 0.09% 220
2019
Q4 		$26.5M Sell
171,628
-1,346
-0.8% -$197K 0.1% 208
2019
Q3 		$25.8M Buy
172,974
+20,411
+13% +$3.18M 0.11% 210
2019
Q2 		$24.5M Sell
152,563
-77
-0.1% -$10.8K 0.1% 208
2019
Q1 		$21.2M Buy
152,640
+1,596
+1% +$213K 0.09% 237
2018
Q4 		$17.5M Sell
151,044
-2,417
-2% -$293K 0.09% 240
2018
Q3 		$19.9M Sell
153,461
-5,462
-3% -$656K 0.08% 250
2018
Q2 		$15.9M Buy
158,923
+12,751
+9% +$1.27M 0.07% 304
2018
Q1 		$14.3M Sell
146,172
-1,555
-1% -$157K 0.06% 314
2017
Q4 		$14.5M Sell
147,727
-6,249
-4% -$636K 0.06% 316
2017
Q3 		$14.6M Buy
153,976
+131,001
+570% +$12.1M 0.07% 304
2017
Q2 		$2.06M Sell
22,975
-1,310
-5% -$111K 0.01% 543
2017
Q1 		$1.96M Sell
24,285
-6,778
-22% -$529K 0.01% 538
2016
Q4 		$2.36M Sell
31,063
-489
-2% -$37.5K 0.01% 534
2016
Q3 		$2.56M Sell
31,552
-112,716
-78% -$8.54M 0.01% 529
2016
Q2 		$9.42M Sell
144,268
-263,651
-65% -$17.7M 0.05% 375
2016
Q1 		$26.6M Buy
407,919
+33,016
+9% +$2.09M 0.15% 155
2015
Q4 		$25.7M Buy
374,903
+16,686
+5% +$1.14M 0.15% 157
2015
Q3 		$24.9M Buy
358,217
+19,565
+6% +$1.46M 0.16% 155
2015
Q2 		$24.6M Buy
338,652
+23,773
+8% +$1.63M 0.15% 172
2015
Q1 		$21.1M Buy
314,879
+77,225
+32% +$4.87M 0.13% 198
2014
Q4 		$14M Buy
237,654
+111,952
+89% +$6.39M 0.09% 266
2014
Q3 		$7.01M Buy
125,702
+114,037
+978% +$6.37M 0.05% 409
2014
Q2 		$622K Buy
+11,665
New +$589K ﹤0.01% 599

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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

Chevy Chase Trust's IQV Position: Q1 2026 in Review

Chevy Chase Trust reduced its IQVIA (IQV) stake by 3.4% in Q1 2026, selling an estimated $587K and leaving 86,635 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #324.

Chevy Chase Trust first reported a position in IQV in Q2 2014 and has held it in 48 quarters since. The position peaked at $35.8M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Chevy Chase Trust held 86,635 shares of IQVIA worth $14.8M as of Q1 2026.
  • Chevy Chase Trust sold 3,010 IQVIA shares in Q1 2026, an estimated $587K.
  • IQVIA made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #324 holding.
  • Chevy Chase Trust first reported a position in IQVIA in Q2 2014 and has held it in 48 quarters since.
  • Chevy Chase Trust's IQVIA position peaked at $35.8M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.