Commonwealth Equity Services
IQV icon

Commonwealth Equity Services’s IQVIA IQV Stock Holding History

Commonwealth Equity Services’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 		$5.42M Sell
28,069
-2,311
-8% -$403K 0.01% 1334
2026
Q1 		$5.18M Buy
30,380
+4,211
+16% +$822K 0.01% 1302
2025
Q4 		$5.9M Sell
26,169
-931
-3% -$203K 0.01% 1200
2025
Q3 		$5.15M Sell
27,100
-1,624
-6% -$295K 0.01% 1326
2025
Q2 		$4.53M Buy
28,724
+8
+0% +$1.2K 0.01% 1395
2025
Q1 		$5.06M Buy
28,716
+2,612
+10% +$507K 0.01% 1274
2024
Q4 		$5.13M Buy
26,104
+157
+0.6% +$33.1K 0.01% 1220
2024
Q3 		$6.15M Buy
25,947
+1,139
+5% +$269K 0.01% 1090
2024
Q2 		$5.25M Buy
24,808
+952
+4% +$216K 0.01% 1161
2024
Q1 		$6.03M Buy
23,856
+1,547
+7% +$361K 0.01% 1059
2023
Q4 		$5.16M Buy
22,309
+1,556
+7% +$319K 0.01% 1076
2023
Q3 		$4.08M Buy
20,753
+726
+4% +$158K 0.01% 1142
2023
Q2 		$4.5M Buy
20,027
+2,107
+12% +$423K 0.01% 1098
2023
Q1 		$3.56K Sell
17,920
-264
-1% -$56.4K 0.01% 1203
2022
Q4 		$3.73M Buy
18,184
+596
+3% +$121K 0.01% 1127
2022
Q3 		$3.19M Buy
17,588
+981
+6% +$215K 0.01% 1134
2022
Q2 		$3.6M Buy
16,607
+993
+6% +$216K 0.01% 1074
2022
Q1 		$3.61M Buy
15,614
+339
+2% +$80.3K 0.01% 1140
2021
Q4 		$4.31M Buy
15,275
+1,158
+8% +$301K 0.01% 1010
2021
Q3 		$3.38M Buy
14,117
+121
+0.9% +$30.5K 0.01% 1102
2021
Q2 		$3.39M Buy
13,996
+476
+4% +$110K 0.01% 1081
2021
Q1 		$2.61M Buy
13,520
+704
+5% +$132K 0.01% 1153
2020
Q4 		$2.3M Buy
12,816
+213
+2% +$35.9K 0.01% 1153
2020
Q3 		$1.99M Buy
12,603
+246
+2% +$38.6K 0.01% 1104
2020
Q2 		$1.75M Sell
12,357
-2,037
-14% -$276K 0.01% 1094
2020
Q1 		$1.55M Sell
14,394
-667
-4% -$95.3K 0.01% 1020
2019
Q4 		$2.33M Buy
15,061
+1,157
+8% +$169K 0.01% 952
2019
Q3 		$2.08M Buy
13,904
+2,162
+18% +$336K 0.01% 953
2019
Q2 		$1.89M Buy
11,742
+712
+6% +$99.9K 0.01% 992
2019
Q1 		$1.59M Sell
11,030
-343
-3% -$45.7K 0.01% 1031
2018
Q4 		$1.32M Buy
11,373
+1,828
+19% +$221K 0.01% 1039
2018
Q3 		$1.24M Sell
9,545
-2,019
-17% -$242K 0.01% 1180
2018
Q2 		$1.15M Sell
11,564
-892
-7% -$89.1K 0.01% 1199
2018
Q1 		$1.22M Buy
12,456
+3,944
+46% +$399K 0.01% 1138
2017
Q4 		$833K Sell
8,512
-686
-7% -$69.8K ﹤0.01% 1342
2017
Q3 		$874K Buy
9,198
+1,833
+25% +$170K 0.01% 1259
2017
Q2 		$659K Sell
7,365
-596
-7% -$50.3K ﹤0.01% 1387
2017
Q1 		$641K Buy
7,961
+4,306
+118% +$336K ﹤0.01% 1362
2016
Q4 		$278K Sell
3,655
-214
-6% -$16.4K ﹤0.01% 1823
2016
Q3 		$314K Sell
3,869
-4,820
-55% -$365K ﹤0.01% 1673
2016
Q2 		$568K Buy
8,689
+4,390
+102% +$294K ﹤0.01% 1275
2016
Q1 		$280K Sell
4,299
-1,357
-24% -$85.9K ﹤0.01% 1684
2015
Q4 		$388K Buy
5,656
+360
+7% +$24.6K ﹤0.01% 1432
2015
Q3 		$368K Sell
5,296
-2,464
-32% -$184K ﹤0.01% 1421
2015
Q2 		$563K Buy
7,760
+990
+15% +$67.9K 0.01% 1266
2015
Q1 		$453K Buy
6,770
+3,060
+82% +$193K ﹤0.01% 1377
2014
Q4 		$218K Buy
+3,710
New +$212K ﹤0.01% 1791

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Commonwealth Equity Services's IQV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its IQVIA (IQV) stake by 7.6% in Q2 2026, selling an estimated $403K and leaving 28,069 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #1334.

Commonwealth Equity Services first reported a position in IQV in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.15M in Q3 2024. 353 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Commonwealth Equity Services held 28,069 shares of IQVIA worth $5.42M as of Q2 2026.
  • Commonwealth Equity Services sold 2,311 IQVIA shares in Q2 2026, an estimated $403K.
  • IQVIA made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1334 holding.
  • Commonwealth Equity Services first reported a position in IQVIA in Q4 2014 and has held it in 47 quarters since.
  • Commonwealth Equity Services's IQVIA position peaked at $6.15M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.