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EdenTree Asset Management’s IQVIA IQV Stock Holding History

EdenTree Asset Management’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 		$6.49M Sell
33,600
-2,000
-6% -$349K 1.98% 18
2026
Q1 		$6.07M Buy
35,600
+11,000
+45% +$2.15M 1.83% 23
2025
Q4 		$5.55M Sell
24,600
-14,200
-37% -$3.09M 1.7% 24
2025
Q3 		$7.37M Buy
+38,800
New +$7.06M 1.77% 19

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

EdenTree Asset Management's IQV Position: Q2 2026 in Review

EdenTree Asset Management reduced its IQVIA (IQV) stake by 5.6% in Q2 2026, selling an estimated $349K and leaving 33,600 shares worth $6.49M. The position accounts for 1.98% of the portfolio, ranked #18.

EdenTree Asset Management first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.37M in Q3 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • EdenTree Asset Management held 33,600 shares of IQVIA worth $6.49M as of Q2 2026.
  • EdenTree Asset Management sold 2,000 IQVIA shares in Q2 2026, an estimated $349K.
  • IQVIA made up 1.98% of EdenTree Asset Management's portfolio in Q2 2026, its #18 holding.
  • EdenTree Asset Management first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • EdenTree Asset Management's IQVIA position peaked at $7.37M in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.