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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return