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 Q2	$724K	Sell	3,745 -93	-2%	-$16.2K	0.01%	277
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 $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Choate Investment Advisors's IQV Position: Q2 2026 in Review

Choate Investment Advisors reduced its IQVIA (IQV) stake by 2.4% in Q2 2026, selling an estimated $16.2K and leaving 3,745 shares worth $724K. 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 9 quarters since. The position peaked at $2.33M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Choate Investment Advisors held 3,745 shares of IQVIA worth $724K as of Q2 2026.
Choate Investment Advisors sold 93 IQVIA shares in Q2 2026, an estimated $16.2K.
IQVIA made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #277 holding.
Choate Investment Advisors first reported a position in IQVIA in Q3 2014 and has held it in 9 quarters since.
Choate Investment Advisors's IQVIA position peaked at $2.33M in Q4 2025.
1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.