CX Institutional
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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
Q3 		$673K Buy
2,503
+163
+7% +$39.4K 0.02% 407
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

CX Institutional's IQV Position: Q3 2026 in Review

CX Institutional increased its IQVIA (IQV) stake by 7% in Q3 2026, buying an estimated $39.4K and bringing the position to 2,503 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #407.

CX Institutional first reported a position in IQV in Q1 2019 and has held it in 26 quarters since. 257 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • CX Institutional held 2,503 shares of IQVIA worth $673K as of Q3 2026.
  • CX Institutional bought 163 IQVIA shares in Q3 2026, an estimated $39.4K.
  • IQVIA made up 0.02% of CX Institutional's portfolio in Q3 2026, its #407 holding.
  • CX Institutional first reported a position in IQVIA in Q1 2019 and has held it in 26 quarters since.
  • 257 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.