EDRH
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Edmond de Rothschild Holding’s IQVIA IQV Stock Holding History

Edmond de Rothschild Holding’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 		$79.5M Buy
411,578
+82,185
+25% +$14.3M 1.05% 21
2026
Q1 		$56.2M Sell
329,393
-3,038
-0.9% -$593K 0.81% 30
2025
Q4 		$74.9M Buy
332,431
+237,767
+251% +$51.7M 1.06% 22
2025
Q3 		$18M Sell
94,664
-38,720
-29% -$7.04M 0.28% 84
2025
Q2 		$21M Buy
133,384
+65,799
+97% +$9.91M 0.34% 76
2025
Q1 		$11.9M Sell
67,585
-7,039
-9% -$1.37M 0.21% 109
2024
Q4 		$14.7M Buy
74,624
+962
+1% +$203K 0.25% 96
2024
Q3 		$17.5M Sell
73,662
-527
-0.7% -$124K 0.28% 94
2024
Q2 		$15.7M Buy
74,189
+646
+0.9% +$147K 0.27% 91
2024
Q1 		$18.6M Sell
73,543
-4,434
-6% -$1.04M 0.31% 87
2023
Q4 		$18M Sell
77,977
-108
-0.1% -$22.2K 0.32% 83
2023
Q3 		$15.4M Buy
78,085
+10,015
+15% +$2.17M 0.31% 88
2023
Q2 		$15.3M Buy
68,070
+7,670
+13% +$1.54M 0.3% 87
2023
Q1 		$12M Hold
60,400
– – 0.27% 98
2022
Q4 		$12.4M Buy
60,400
+4,700
+8% +$953K 0.29% 95
2022
Q3 		$10.1M Buy
55,700
+10,970
+25% +$2.4M 0.27% 108
2022
Q2 		$9.71M Sell
44,730
-8,290
-16% -$1.8M 0.23% 119
2022
Q1 		$12.3M Buy
53,020
+3,800
+8% +$900K 0.27% 106
2021
Q4 		$13.9M Buy
49,220
+4,440
+10% +$1.15M 0.3% 95
2021
Q3 		$10.7M Buy
44,780
+16,354
+58% +$4.13M 0.25% 106
2021
Q2 		$6.89M Buy
+28,426
New +$6.56M 0.16% 140

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

Edmond de Rothschild Holding's IQV Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its IQVIA (IQV) stake by 25% in Q2 2026, buying an estimated $14.3M and bringing the position to 411,578 shares worth $79.5M. The position accounts for 1.05% of the portfolio, ranked #21.

Edmond de Rothschild Holding first reported a position in IQV in Q2 2021 and has held it in 21 quarters since. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Edmond de Rothschild Holding held 411,578 shares of IQVIA worth $79.5M as of Q2 2026.
  • Edmond de Rothschild Holding bought 82,185 IQVIA shares in Q2 2026, an estimated $14.3M.
  • IQVIA made up 1.05% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #21 holding.
  • Edmond de Rothschild Holding first reported a position in IQVIA in Q2 2021 and has held it in 21 quarters since.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.