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Clearstead Trust’s IQVIA IQV Stock Holding History

Clearstead 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
Q2 		$751K Buy
3,888
+20
+0.5% +$3.49K 0.1% 86
2026
Q1 		$660K Sell
3,868
-270
-7% -$52.7K 0.11% 97
2025
Q4 		$933K Buy
4,138
+3,989
+2,677% +$868K 0.15% 79
2025
Q3 		$28.3K Sell
149
-72
-33% -$13.1K ﹤0.01% 385
2025
Q2 		$34.8K Sell
221
-67
-23% -$10.1K 0.01% 347
2025
Q1 		$50.8K Sell
288
-72
-20% -$14K 0.01% 273
2024
Q4 		$70.7K Hold
360
– – 0.02% 232
2024
Q3 		$85.3K Hold
360
– – 0.02% 201
2024
Q2 		$76.1K Buy
360
+72
+25% +$16.4K 0.02% 209
2024
Q1 		$72.8K Buy
288
+220
+324% +$51.4K 0.02% 209
2023
Q4 		$15.7K Hold
68
– – ﹤0.01% 310
2023
Q3 		$13.4K Buy
+68
New +$14.8K ﹤0.01% 325

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

Clearstead Trust's IQV Position: Q2 2026 in Review

Clearstead Trust increased its IQVIA (IQV) stake by 0.52% in Q2 2026, buying an estimated $3.49K and bringing the position to 3,888 shares worth $751K. The position accounts for 0.1% of the portfolio, ranked #86.

Clearstead Trust first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $933K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Clearstead Trust held 3,888 shares of IQVIA worth $751K as of Q2 2026.
  • Clearstead Trust bought 20 IQVIA shares in Q2 2026, an estimated $3.49K.
  • IQVIA made up 0.1% of Clearstead Trust's portfolio in Q2 2026, its #86 holding.
  • Clearstead Trust first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Trust's IQVIA position peaked at $933K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.