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Cresset Asset Management’s IQVIA IQV Stock Holding History

Cresset Asset Management’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 		$488K Sell
2,527
-491
-16% -$85.6K ﹤0.01% 1175
2026
Q1 		$515K Buy
3,018
+377
+14% +$73.6K ﹤0.01% 1058
2025
Q4 		$595K Buy
2,641
+1,055
+67% +$230K ﹤0.01% 999
2025
Q3 		$301K Buy
1,586
+132
+9% +$24K ﹤0.01% 1240
2025
Q2 		$229K Sell
1,454
-52,268
-97% -$7.87M ﹤0.01% 1244
2025
Q1 		$9.47M Buy
53,722
+4,097
+8% +$795K 0.05% 232
2024
Q4 		$9.75M Sell
49,625
-19,201
-28% -$4.05M 0.05% 230
2024
Q3 		$16.3M Buy
68,826
+3,106
+5% +$733K 0.06% 209
2024
Q2 		$13.9M Buy
65,720
+3,022
+5% +$687K 0.06% 218
2024
Q1 		$15.9M Buy
62,698
+41,265
+193% +$9.63M 0.08% 179
2023
Q4 		$4.96M Sell
21,433
-22,690
-51% -$4.66M 0.03% 339
2023
Q3 		$8.68M Buy
44,123
+12,417
+39% +$2.7M 0.03% 226
2023
Q2 		$7.13M Buy
+31,706
New +$6.37M 0.01% 335
2022
Q3 		– Sell
-1,482
Closed -$248K – 921
2022
Q2 		$248K Sell
1,482
-675
-31% -$147K ﹤0.01% 765
2022
Q1 		$499K Sell
2,157
-385
-15% -$91.2K 0.01% 608
2021
Q4 		$717K Buy
2,542
+1,197
+89% +$311K 0.01% 567
2021
Q3 		$322K Buy
1,345
+142
+12% +$35.8K ﹤0.01% 815
2021
Q2 		$291K Sell
1,203
-113
-9% -$26.1K ﹤0.01% 783
2021
Q1 		$254K Buy
+1,316
New +$247K ﹤0.01% 751
2019
Q2 		– Sell
-169
Closed -$24K – 1049
2019
Q1 		$24K Sell
169
-114
-40% -$15.2K ﹤0.01% 969
2018
Q4 		$33K Buy
+283
New +$34.3K ﹤0.01% 603

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

Cresset Asset Management's IQV Position: Q2 2026 in Review

Cresset Asset Management reduced its IQVIA (IQV) stake by 16% in Q2 2026, selling an estimated $85.6K and leaving 2,527 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Cresset Asset Management first reported a position in IQV in Q4 2018 and has held it in 21 quarters since. The position peaked at $16.3M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cresset Asset Management held 2,527 shares of IQVIA worth $488K as of Q2 2026.
  • Cresset Asset Management sold 491 IQVIA shares in Q2 2026, an estimated $85.6K.
  • IQVIA made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1175 holding.
  • Cresset Asset Management first reported a position in IQVIA in Q4 2018 and has held it in 21 quarters since.
  • Cresset Asset Management's IQVIA position peaked at $16.3M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.