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Essential Partners’s IQVIA IQV Stock Holding History

Essential Partners’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 		$209K Sell
1,080
-390
-27% -$68K 0.1% 217
2026
Q1 		$251K Sell
1,470
-866
-37% -$169K 0.08% 255
2025
Q4 		$527K Buy
2,336
+306
+15% +$66.6K 0.16% 174
2025
Q3 		$386K Buy
2,030
+580
+40% +$105K 0.13% 209
2025
Q2 		$229K Buy
+1,450
New +$218K 0.09% 260

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Essential Partners's IQV Position: Q2 2026 in Review

Essential Partners reduced its IQVIA (IQV) stake by 27% in Q2 2026, selling an estimated $68K and leaving 1,080 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #217.

Essential Partners first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $527K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Essential Partners held 1,080 shares of IQVIA worth $209K as of Q2 2026.
  • Essential Partners sold 390 IQVIA shares in Q2 2026, an estimated $68K.
  • IQVIA made up 0.1% of Essential Partners's portfolio in Q2 2026, its #217 holding.
  • Essential Partners first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's IQVIA position peaked at $527K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.