ET
IQV icon

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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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

Equitable Trust's IQV Position: Q1 2026 in Review

Equitable Trust increased its IQVIA (IQV) stake by 3.7% in Q1 2026, buying an estimated $103K and bringing the position to 14,828 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #141.

Equitable Trust first reported a position in IQV in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.22M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Equitable Trust held 14,828 shares of IQVIA worth $2.53M as of Q1 2026.
  • Equitable Trust bought 527 IQVIA shares in Q1 2026, an estimated $103K.
  • IQVIA made up 0.12% of Equitable Trust's portfolio in Q1 2026, its #141 holding.
  • Equitable Trust first reported a position in IQVIA in Q2 2025 and has held it in 4 quarters since.
  • Equitable Trust's IQVIA position peaked at $3.22M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.