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Crestwood Advisors Group’s IQVIA IQV Stock Holding History

Crestwood Advisors Group’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 		$2.35M Sell
12,148
-67,903
-85% -$11.8M 0.03% 225
2026
Q1 		$13.7M Sell
80,051
-37,414
-32% -$7.3M 0.23% 85
2025
Q4 		$26.5M Sell
117,465
-14,169
-11% -$3.08M 0.44% 63
2025
Q3 		$25M Buy
131,634
+19,022
+17% +$3.46M 0.42% 69
2025
Q2 		$17.7M Sell
112,612
-18,425
-14% -$2.77M 0.32% 78
2025
Q1 		$23.1M Buy
131,037
+35,721
+37% +$6.93M 0.44% 67
2024
Q4 		$18.7M Sell
95,316
-76,979
-45% -$16.2M 0.35% 72
2024
Q3 		$40.8M Buy
172,295
+12,050
+8% +$2.84M 0.78% 42
2024
Q2 		$33.9M Buy
+160,245
New +$36.4M 0.7% 46

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

Crestwood Advisors Group's IQV Position: Q2 2026 in Review

Crestwood Advisors Group reduced its IQVIA (IQV) stake by 85% in Q2 2026, selling an estimated $11.8M and leaving 12,148 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #225.

Crestwood Advisors Group first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.8M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Crestwood Advisors Group held 12,148 shares of IQVIA worth $2.35M as of Q2 2026.
  • Crestwood Advisors Group sold 67,903 IQVIA shares in Q2 2026, an estimated $11.8M.
  • IQVIA made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #225 holding.
  • Crestwood Advisors Group first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
  • Crestwood Advisors Group's IQVIA position peaked at $40.8M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.