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CX Institutional’s IQVIA IQV Stock Holding History

CX Institutional’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 		$452K Buy
2,340
+560
+31% +$97.7K 0.01% 498
2026
Q1 		$304K Buy
1,780
+17
+1% +$3.32K 0.01% 599
2025
Q4 		$397K Buy
1,763
+196
+13% +$42.6K 0.01% 483
2025
Q3 		$298K Buy
1,567
+18
+1% +$3.27K 0.01% 572
2025
Q2 		$244K Buy
1,549
+791
+104% +$119K 0.01% 562
2025
Q1 		$134K Sell
758
-418
-36% -$81.1K 0.01% 694
2024
Q4 		$231K Sell
1,176
-395
-25% -$83.3K 0.01% 490
2024
Q3 		$372K Buy
1,571
+38
+2% +$8.97K 0.02% 427
2024
Q2 		$324K Buy
1,533
+75
+5% +$17K 0.02% 443
2024
Q1 		$369K Buy
1,458
+2
+0.1% +$467 0.02% 414
2023
Q4 		$337K Sell
1,456
-59
-4% -$12.1K 0.02% 382
2023
Q3 		$298K Buy
1,515
+253
+20% +$54.9K 0.02% 400
2023
Q2 		$284K Buy
+1,262
New +$253K 0.01% 439
2022
Q3 		– Sell
-361
Closed -$78K – 799
2022
Q2 		$78K Buy
+361
New +$78.4K 0.01% 592
2021
Q4 		– Sell
-438
Closed -$105K – 622
2021
Q3 		$105K Buy
438
+28
+7% +$7.07K 0.01% 437
2021
Q2 		$99K Buy
410
+88
+27% +$20.3K 0.01% 435
2021
Q1 		$62K Buy
322
+61
+23% +$11.5K 0.01% 452
2020
Q4 		$47K Buy
261
+93
+55% +$15.7K ﹤0.01% 455
2020
Q3 		$26K Buy
168
+28
+20% +$4.39K ﹤0.01% 499
2020
Q2 		$20K Buy
140
+124
+775% +$16.8K ﹤0.01% 441
2020
Q1 		$2K Sell
16
-39
-71% -$5.57K ﹤0.01% 674
2019
Q4 		$8K Hold
55
– – ﹤0.01% 466
2019
Q3 		$8K Buy
55
+3
+6% +$467 ﹤0.01% 499
2019
Q2 		$8K Buy
52
+7
+16% +$982 ﹤0.01% 528
2019
Q1 		$6K Buy
+45
New +$6K ﹤0.01% 522

Other funds holding IQV

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
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CX Institutional's IQV Position: Q2 2026 in Review

CX Institutional increased its IQVIA (IQV) stake by 31% in Q2 2026, buying an estimated $97.7K and bringing the position to 2,340 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #498.

CX Institutional first reported a position in IQV in Q1 2019 and has held it in 25 quarters since. 160 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • CX Institutional held 2,340 shares of IQVIA worth $452K as of Q2 2026.
  • CX Institutional bought 560 IQVIA shares in Q2 2026, an estimated $97.7K.
  • IQVIA made up 0.01% of CX Institutional's portfolio in Q2 2026, its #498 holding.
  • CX Institutional first reported a position in IQVIA in Q1 2019 and has held it in 25 quarters since.
  • 160 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.