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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
Q3 		$290K Sell
1,078
-2
-0.2% -$483 0.13% 165
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Essential Partners's IQV Position: Q3 2026 in Review

Essential Partners reduced its IQVIA (IQV) stake by 0.19% in Q3 2026, selling an estimated $483 and leaving 1,078 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #165.

Essential Partners first reported a position in IQV in Q2 2025 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 96 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Essential Partners held 1,078 shares of IQVIA worth $290K as of Q3 2026.
  • Essential Partners sold 2 IQVIA shares in Q3 2026, an estimated $483.
  • IQVIA made up 0.13% of Essential Partners's portfolio in Q3 2026, its #165 holding.
  • Essential Partners first reported a position in IQVIA in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's IQVIA position peaked at $527K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.