Citigroup’s IQVIA IQV Stock Holding History

Citigroup’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
2020 Q4	–	Sell	-6,000	Closed	-$946K	–	7492
2020 Q3	$946K	Hold	6,000	–	–	﹤0.01%	3319
2020 Q2	$851K	Hold	6,000	–	–	﹤0.01%	3727
2020 Q1	$647K	Buy	+6,000	New	+$857K	﹤0.01%	3628
2019 Q4	–	Sell	-135,000	Closed	-$20.2M	–	7731
2019 Q3	$20.2M	Sell	135,000 -15,000	-10%	-$2.33M	0.02%	905
2019 Q2	$24.1M	Buy	150,000 +25,000	+20%	+$3.51M	0.02%	828
2019 Q1	$18M	Buy	125,000 +105,000	+525%	+$14M	0.02%	895
2018 Q4	$2.32M	Buy	+20,000	New	+$2.42M	﹤0.01%	2531

Other funds holding IQV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Citigroup's IQV Position: Q3 2026 in Review

Citigroup increased its IQVIA (IQV) stake by 8.9% in Q3 2026, buying an estimated $4.81M and bringing the position to 242,410 shares worth $65.2M. The position accounts for 0.02% of the portfolio, ranked #644.

Citigroup first reported a position in IQV in Q2 2013 and has held it in 54 quarters since. The position peaked at $174M in Q3 2025. 538 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Citigroup held 242,410 shares of IQVIA worth $65.2M as of Q3 2026.
Citigroup bought 19,907 IQVIA shares in Q3 2026, an estimated $4.81M.
IQVIA made up 0.02% of Citigroup's portfolio in Q3 2026, its #644 holding.
Citigroup first reported a position in IQVIA in Q2 2013 and has held it in 54 quarters since.
Citigroup's IQVIA position peaked at $174M in Q3 2025.
538 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.