EI
IQV icon

Ellevest Inc’s IQVIA IQV Stock Holding History

Ellevest Inc’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 		– Sell
-2,825
Closed -$637K – 445
2025
Q4 		$637K Sell
2,825
-260
-8% -$56.6K 0.09% 164
2025
Q3 		$586K Buy
3,085
+1,151
+60% +$209K 0.08% 188
2025
Q2 		$305K Buy
1,934
+120
+7% +$18.1K 0.05% 297
2025
Q1 		$320K Buy
1,814
+267
+17% +$51.8K 0.02% 279
2024
Q4 		$304K Sell
1,547
-275
-15% -$58K 0.02% 307
2024
Q3 		$432K Buy
1,822
+60
+3% +$14.2K 0.02% 251
2024
Q2 		$373K Buy
1,762
+110
+7% +$25K 0.02% 274
2024
Q1 		$418K Buy
+1,652
New +$386K 0.03% 245
2023
Q2 		– Sell
-352
Closed -$70K – 968
2023
Q1 		$70K Buy
352
+46
+15% +$9.83K 0.01% 521
2022
Q4 		$62.7K Sell
306
-105
-26% -$21.3K 0.01% 553
2022
Q3 		$74K Sell
411
-416
-50% -$91.1K 0.01% 477
2022
Q2 		$179K Buy
827
+256
+45% +$55.6K 0.02% 298
2022
Q1 		$132K Sell
571
-494
-46% -$117K 0.01% 369
2021
Q4 		$300K Buy
1,065
+818
+331% +$212K 0.03% 215
2021
Q3 		$59K Buy
247
+44
+22% +$11.1K 0.01% 449
2021
Q2 		$49K Sell
203
-64
-24% -$14.8K ﹤0.01% 481
2021
Q1 		$52K Sell
267
-51
-16% -$9.57K 0.01% 463
2020
Q4 		$57K Buy
318
+243
+324% +$40.9K 0.01% 430
2020
Q3 		$12K Buy
75
+43
+134% +$6.74K ﹤0.01% 615
2020
Q2 		$5K Buy
+32
New +$4.34K ﹤0.01% 744
2020
Q1 		– Sell
-4
Closed -$1K – 1193
2019
Q4 		$1K Hold
4
– – ﹤0.01% 793
2019
Q3 		$1K Buy
+4
New +$622 ﹤0.01% 404

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ellevest Inc's IQV Position: Q1 2026 in Review

Ellevest Inc sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,825 shares — an estimated $637K sold.

Ellevest Inc first reported a position in IQV in Q3 2019 and held it in 22 quarters. The position peaked at $637K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Ellevest Inc reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 2,825 IQVIA shares in Q1 2026, an estimated $637K.
  • Ellevest Inc first reported a position in IQVIA in Q3 2019 and held it in 22 quarters.
  • Ellevest Inc's IQVIA position peaked at $637K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.