EP
IQV icon

Edgestream Partners’s IQVIA IQV Stock Holding History

Edgestream 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
Q2 		– Sell
-13,108
Closed -$2.24M – 1054
2026
Q1 		$2.24M Buy
+13,108
New +$2.56M 0.07% 468
2025
Q2 		– Sell
-47,557
Closed -$8.38M – 948
2025
Q1 		$8.38M Buy
47,557
+14,657
+45% +$2.84M 0.28% 78
2024
Q4 		$6.47M Buy
+32,900
New +$6.94M 0.28% 82
2024
Q3 		– Sell
-23,825
Closed -$5.04M – 959
2024
Q2 		$5.04M Buy
+23,825
New +$5.41M 0.24% 122
2023
Q4 		– Sell
-4,060
Closed -$799K – 945
2023
Q3 		$799K Buy
+4,060
New +$882K 0.06% 465

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

Edgestream Partners's IQV Position: Q2 2026 in Review

Edgestream Partners sold out of IQVIA (IQV) in Q2 2026, closing a stake of 13,108 shares — an estimated $2.24M sold.

Edgestream Partners first reported a position in IQV in Q3 2023 and held it in 5 quarters. The position peaked at $8.38M in Q1 2025. 1,087 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Edgestream Partners reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 13,108 IQVIA shares in Q2 2026, an estimated $2.24M.
  • Edgestream Partners first reported a position in IQVIA in Q3 2023 and held it in 5 quarters.
  • Edgestream Partners's IQVIA position peaked at $8.38M in Q1 2025.
  • 1,087 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.