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Cumberland Partners’s IQVIA IQV Stock Holding History

Cumberland Partners’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
Q1 		$1.71M Sell
10,005
-2,713
-21% -$529K 0.13% 98
2025
Q4 		$2.87M Buy
12,718
+11,081
+677% +$2.41M 0.18% 101
2025
Q3 		$311K Hold
1,637
– – 0.02% 155
2025
Q2 		$258K Sell
1,637
-77
-4% -$11.6K 0.02% 165
2025
Q1 		$302K Sell
1,714
-45
-3% -$8.73K 0.02% 161
2024
Q4 		$346K Buy
1,759
+99
+6% +$20.9K 0.02% 152
2024
Q3 		$393K Buy
1,660
+65
+4% +$15.3K 0.03% 158
2024
Q2 		$337K Sell
1,595
-195
-11% -$44.3K 0.02% 160
2024
Q1 		$453K Hold
1,790
– – 0.03% 167
2023
Q4 		$352K Hold
1,790
– – 0.03% 166
2023
Q3 		$352K Sell
1,790
-5,250
-75% -$1.14M 0.03% 158
2023
Q2 		$1.58M Hold
7,040
– – 0.15% 101
2023
Q1 		$1.4M Buy
7,040
+4,040
+135% +$863K 0.14% 96
2022
Q4 		$615K Sell
3,000
-1,250
-29% -$254K 0.06% 129
2022
Q3 		$770K Hold
4,250
– – 0.08% 118
2022
Q2 		$922K Buy
4,250
+1,250
+42% +$271K 0.09% 109
2022
Q1 		$694K Buy
+3,000
New +$710K 0.05% 130
2020
Q2 		– Sell
-3,000
Closed -$324K – 164
2020
Q1 		$324K Sell
3,000
-500
-14% -$71.4K 0.04% 142
2019
Q4 		$541K Buy
3,500
+500
+17% +$73K 0.05% 135
2019
Q3 		$448K Hold
3,000
– – 0.04% 136
2019
Q2 		$483K Buy
+3,000
New +$421K 0.05% 139

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cumberland Partners's IQV Position: Q1 2026 in Review

Cumberland Partners reduced its IQVIA (IQV) stake by 21% in Q1 2026, selling an estimated $529K and leaving 10,005 shares worth $1.71M. The position accounts for 0.13% of the portfolio, ranked #98.

Cumberland Partners first reported a position in IQV in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.87M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Cumberland Partners held 10,005 shares of IQVIA worth $1.71M as of Q1 2026.
  • Cumberland Partners sold 2,713 IQVIA shares in Q1 2026, an estimated $529K.
  • IQVIA made up 0.13% of Cumberland Partners's portfolio in Q1 2026, its #98 holding.
  • Cumberland Partners first reported a position in IQVIA in Q2 2019 and has held it in 21 quarters since.
  • Cumberland Partners's IQVIA position peaked at $2.87M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.