Choate Investment Advisors’s IQVIA IQV Stock Holding History

Choate Investment Advisors’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	$655K	Sell	3,838 -6,516	-63%	-$1.27M	0.01%	277
2025 Q4	$2.33M	Buy	10,354 +9,250	+838%	+$2.01M	0.05%	143
2025 Q3	$210K	Buy	+1,104	New	+$201K	﹤0.01%	404
2025 Q1	–	Sell	-1,022	Closed	-$201K	–	408
2024 Q4	$201K	Buy	1,022 +102	+11%	+$21.5K	﹤0.01%	388
2024 Q3	$218K	Buy	+920	New	+$217K	0.01%	360
2016 Q1	–	Sell	-9,505	Closed	-$560K	–	266
2015 Q4	$560K	Buy	+9,505	New	+$650K	0.04%	162
2015 Q1	–	Sell	-9,505	Closed	-$560K	–	267
2014 Q4	$560K	Sell	9,505 -2,415	-20%	-$138K	0.03%	163
2014 Q3	$665K	Buy	+11,920	New	+$666K	0.04%	151

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Choate Investment Advisors's IQV Position: Q1 2026 in Review

Choate Investment Advisors reduced its IQVIA (IQV) stake by 63% in Q1 2026, selling an estimated $1.27M and leaving 3,838 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #277.

Choate Investment Advisors first reported a position in IQV in Q3 2014 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Choate Investment Advisors held 3,838 shares of IQVIA worth $655K as of Q1 2026.
Choate Investment Advisors sold 6,516 IQVIA shares in Q1 2026, an estimated $1.27M.
IQVIA made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #277 holding.
Choate Investment Advisors first reported a position in IQVIA in Q3 2014 and has held it in 8 quarters since.
Choate Investment Advisors's IQVIA position peaked at $2.33M in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.