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Eagle Rock Investment Company’s IQVIA IQV Stock Holding History

Eagle Rock Investment Company’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 		$11.9M Sell
61,558
-3,417
-5% -$596K 1.47% 22
2026
Q1 		$11.1M Buy
64,975
+4,559
+8% +$889K 1.61% 18
2025
Q4 		$13.6M Buy
60,416
+14,084
+30% +$3.06M 1.92% 14
2025
Q3 		$8.8M Buy
46,332
+11,657
+34% +$2.12M 1.29% 22
2025
Q2 		$5.46M Buy
+34,675
New +$5.22M 0.86% 32

Other funds holding IQV

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Eagle Rock Investment Company's IQV Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its IQVIA (IQV) stake by 5.3% in Q2 2026, selling an estimated $596K and leaving 61,558 shares worth $11.9M. The position accounts for 1.47% of the portfolio, ranked #22.

Eagle Rock Investment Company first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q4 2025. 497 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Eagle Rock Investment Company held 61,558 shares of IQVIA worth $11.9M as of Q2 2026.
  • Eagle Rock Investment Company sold 3,417 IQVIA shares in Q2 2026, an estimated $596K.
  • IQVIA made up 1.47% of Eagle Rock Investment Company's portfolio in Q2 2026, its #22 holding.
  • Eagle Rock Investment Company first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Eagle Rock Investment Company's IQVIA position peaked at $13.6M in Q4 2025.
  • 497 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.