Envestnet Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $113M | Sell |
585,374
-4,261
| -0.7% | -$743K | 0.03% | 523 |
|
|
2026
Q1 | $101M | Sell |
589,635
-2,156
| -0.4% | -$421K | 0.03% | 532 |
|
|
2025
Q4 | $133M | Sell |
591,791
-56,236
| -9% | -$12.2M | 0.04% | 408 |
|
|
2025
Q3 | $123M | Buy |
648,027
+14,765
| +2% | +$2.68M | 0.04% | 443 |
|
|
2025
Q2 | $99.8M | Buy |
633,262
+150,582
| +31% | +$22.7M | 0.03% | 492 |
|
|
2025
Q1 | $85.1M | Buy |
482,680
+66,169
| +16% | +$12.8M | 0.03% | 526 |
|
|
2024
Q4 | $81.8M | Sell |
416,511
-184,941
| -31% | -$39M | 0.03% | 533 |
|
|
2024
Q3 | $143M | Buy |
601,452
+46,267
| +8% | +$10.9M | 0.05% | 380 |
|
|
2024
Q2 | $117M | Sell |
555,185
-30,221
| -5% | -$6.87M | 0.04% | 403 |
|
|
2024
Q1 | $148M | Buy |
585,406
+81,975
| +16% | +$19.1M | 0.06% | 325 |
|
|
2023
Q4 | $116M | Buy |
503,431
+14,875
| +3% | +$3.05M | 0.05% | 368 |
|
|
2023
Q3 | $96.1M | Buy |
488,556
+115,724
| +31% | +$25.1M | 0.04% | 393 |
|
|
2023
Q2 | $83.8M | Buy |
372,832
+13,504
| +4% | +$2.71M | 0.04% | 393 |
|
|
2023
Q1 | $71.5M | Buy |
359,328
+16,735
| +5% | +$3.58M | 0.03% | 400 |
|
|
2022
Q4 | $70.2M | Buy |
342,593
+2,462
| +0.7% | +$499K | 0.04% | 388 |
|
|
2022
Q3 | $61.6M | Buy |
340,131
+90,958
| +37% | +$19.9M | 0.04% | 384 |
|
|
2022
Q2 | $54.1M | Sell |
249,173
-272,197
| -52% | -$59.1M | 0.03% | 416 |
|
|
2022
Q1 | $121M | Buy |
521,370
+24,308
| +5% | +$5.76M | 0.06% | 271 |
|
|
2021
Q4 | $140M | Buy |
497,062
+30,644
| +7% | +$7.95M | 0.07% | 243 |
|
|
2021
Q3 | $112M | Sell |
466,418
-37,146
| -7% | -$9.38M | 0.06% | 266 |
|
|
2021
Q2 | $122M | Buy |
503,564
+57,674
| +13% | +$13.3M | 0.07% | 239 |
|
|
2021
Q1 | $86.1M | Buy |
445,890
+59,838
| +15% | +$11.2M | 0.06% | 272 |
|
|
2020
Q4 | $69.2M | Buy |
386,052
+32,670
| +9% | +$5.5M | 0.05% | 275 |
|
|
2020
Q3 | $55.7M | Buy |
353,382
+25,518
| +8% | +$4M | 0.05% | 285 |
|
|
2020
Q2 | $46.5M | Buy |
327,864
+28,237
| +9% | +$3.83M | 0.05% | 298 |
|
|
2020
Q1 | $32.3M | Buy |
299,627
+55,860
| +23% | +$7.98M | 0.04% | 318 |
|
|
2019
Q4 | $37.7M | Buy |
243,767
+55,662
| +30% | +$8.13M | 0.04% | 328 |
|
|
2019
Q3 | $28.1M | Buy |
188,105
+17,055
| +10% | +$2.65M | 0.03% | 387 |
|
|
2019
Q2 | $27.5M | Buy |
171,050
+20,424
| +14% | +$2.87M | 0.03% | 368 |
|
|
2019
Q1 | $21.7M | Sell |
150,626
-1,280
| -0.8% | -$171K | 0.03% | 422 |
|
|
2018
Q4 | $17.6M | Buy |
+151,906
| New | +$18.4M | 0.03% | 406 |
|
|
2018
Q3 | – | Sell |
-2,848
| Closed | -$284K | – | 1919 |
|
|
2018
Q2 | $284K | Hold |
2,848
| – | – | ﹤0.01% | 1531 |
|
|
2018
Q1 | $279K | Sell |
2,848
-12,439
| -81% | -$1.26M | ﹤0.01% | 1436 |
|
|
2017
Q4 | $1.5M | Buy |
15,287
+657
| +4% | +$66.9K | ﹤0.01% | 1055 |
|
|
2017
Q3 | $1.39M | Sell |
14,630
-2,453
| -14% | -$227K | ﹤0.01% | 1040 |
|
|
2017
Q2 | $1.53M | Sell |
17,083
-10,781
| -39% | -$910K | ﹤0.01% | 1028 |
|
|
2017
Q1 | $2.25M | Sell |
27,864
-32,116
| -54% | -$2.51M | 0.01% | 892 |
|
|
2016
Q4 | $4.56M | Sell |
59,980
-6,219
| -9% | -$477K | 0.02% | 589 |
|
|
2016
Q3 | $5.37M | Sell |
66,199
-622
| -0.9% | -$47.1K | 0.02% | 557 |
|
|
2016
Q2 | $4.37M | Buy |
66,821
+33,461
| +100% | +$2.24M | 0.02% | 680 |
|
|
2016
Q1 | $2.17M | Buy |
33,360
+6,240
| +23% | +$395K | 0.01% | 944 |
|
|
2015
Q4 | $1.86M | Buy |
27,120
+9,567
| +55% | +$654K | 0.01% | 1000 |
|
|
2015
Q3 | $1.22M | Sell |
17,553
-992
| -5% | -$74.2K | 0.01% | 1181 |
|
|
2015
Q2 | $1.35M | Buy |
18,545
+2,823
| +18% | +$194K | 0.01% | 1261 |
|
|
2015
Q1 | $1.05M | Buy |
15,722
+15,577
| +10,743% | +$982K | 0.01% | 1266 |
|
|
2014
Q4 | $9K | Sell |
145
-171
| -54% | -$9.76K | ﹤0.01% | 1995 |
|
|
2014
Q3 | $18K | Buy |
316
+44
| +16% | +$2.46K | ﹤0.01% | 1921 |
|
|
2014
Q2 | $14K | Buy |
272
+51
| +23% | +$2.57K | ﹤0.01% | 1892 |
|
|
2014
Q1 | $11K | Buy |
+221
| New | +$11.1K | ﹤0.01% | 1843 |
|
Other funds holding IQV
Envestnet Asset Management's IQV Position: Q2 2026 in Review
Envestnet Asset Management reduced its IQVIA (IQV) stake by 0.72% in Q2 2026, selling an estimated $743K and leaving 585,374 shares worth $113M. The position accounts for 0.03% of the portfolio, ranked #523.
Envestnet Asset Management first reported a position in IQV in Q1 2014 and has held it in 49 quarters since. The position peaked at $148M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Envestnet Asset Management held 585,374 shares of IQVIA worth $113M as of Q2 2026.
- Envestnet Asset Management sold 4,261 IQVIA shares in Q2 2026, an estimated $743K.
- IQVIA made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #523 holding.
- Envestnet Asset Management first reported a position in IQVIA in Q1 2014 and has held it in 49 quarters since.
- Envestnet Asset Management's IQVIA position peaked at $148M in Q1 2024.
- 1,086 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.