Equitable Trust’s IQVIA IQV Stock Holding History

Equitable Trust’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	-14,828	Closed	-$2.53M	–	484
2026 Q1	$2.53M	Buy	14,828 +527	+4%	+$103K	0.12%	141
2025 Q4	$3.22M	Buy	14,301 +1,161	+9%	+$253K	0.14%	120
2025 Q3	$2.5M	Buy	13,140 +5,900	+81%	+$1.07M	0.11%	143
2025 Q2	$1.14M	Buy	+7,240	New	+$1.09M	0.06%	211

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Equitable Trust's IQV Position: Q2 2026 in Review

Equitable Trust sold out of IQVIA (IQV) in Q2 2026, closing a stake of 14,828 shares — an estimated $2.53M sold.

Equitable Trust first reported a position in IQV in Q2 2025 and held it in 4 quarters. The position peaked at $3.22M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Equitable Trust reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 14,828 IQVIA shares in Q2 2026, an estimated $2.53M.
Equitable Trust first reported a position in IQVIA in Q2 2025 and held it in 4 quarters.
Equitable Trust's IQVIA position peaked at $3.22M in Q4 2025.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.