C
IQV icon

Covestor’s IQVIA IQV Stock Holding History

Covestor’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 		$42K Buy
215
+103
+92% +$18K 0.02% 882
2026
Q1 		$19K Sell
112
-90
-45% -$17.6K 0.01% 1133
2025
Q4 		$46K Sell
202
-269
-57% -$58.5K 0.02% 935
2025
Q3 		$90K Buy
471
+27
+6% +$4.91K 0.05% 639
2025
Q2 		$70K Buy
444
+105
+31% +$15.8K 0.04% 741
2025
Q1 		$60K Buy
339
+98
+41% +$19K 0.04% 769
2024
Q4 		$48K Sell
241
-5
-2% -$1.05K 0.03% 868
2024
Q3 		$59K Buy
246
+63
+34% +$14.9K 0.04% 809
2024
Q2 		$39K Buy
183
+29
+19% +$6.59K 0.03% 960
2024
Q1 		$39K Buy
154
+48
+45% +$11.2K 0.02% 972
2023
Q4 		$25K Sell
106
-3
-3% -$616 0.02% 1109
2023
Q3 		$22K Sell
109
-4
-4% -$869 0.02% 1079
2023
Q2 		$25K Sell
113
-8
-7% -$1.61K 0.02% 1038
2023
Q1 		$24K Sell
121
-5
-4% -$1.07K 0.02% 941
2022
Q4 		$26K Sell
126
-140
-53% -$28.4K 0.02% 956
2022
Q3 		$48K Sell
266
-281
-51% -$61.6K 0.04% 713
2022
Q2 		$119K Sell
547
-7
-1% -$1.52K 0.09% 314
2022
Q1 		$128K Buy
554
+250
+82% +$59.2K 0.09% 357
2021
Q4 		$86K Buy
+304
New +$78.9K 0.12% 231

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Covestor's IQV Position: Q2 2026 in Review

Covestor increased its IQVIA (IQV) stake by 92% in Q2 2026, buying an estimated $18K and bringing the position to 215 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #882.

Covestor first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $128K in Q1 2022. 681 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Covestor held 215 shares of IQVIA worth $42K as of Q2 2026.
  • Covestor bought 103 IQVIA shares in Q2 2026, an estimated $18K.
  • IQVIA made up 0.02% of Covestor's portfolio in Q2 2026, its #882 holding.
  • Covestor first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • Covestor's IQVIA position peaked at $128K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.