EI
IQV icon

Ethic Inc’s IQVIA IQV Stock Holding History

Ethic Inc’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 		$3.8M Buy
19,677
+465
+2% +$81.1K 0.05% 353
2026
Q1 		$3.28M Sell
19,212
-11,396
-37% -$2.22M 0.05% 343
2025
Q4 		$6.9M Sell
30,608
-1,729
-5% -$376K 0.11% 192
2025
Q3 		$6.14M Sell
32,337
-1,054
-3% -$192K 0.1% 200
2025
Q2 		$5.26M Buy
33,391
+9,498
+40% +$1.43M 0.09% 224
2025
Q1 		$4.09M Buy
23,893
+1,947
+9% +$378K 0.08% 249
2024
Q4 		$4.31M Sell
21,946
-1,613
-7% -$340K 0.09% 234
2024
Q3 		$5.96M Sell
23,559
-1,343
-5% -$317K 0.15% 161
2024
Q2 		$5.27M Buy
24,902
+1,343
+6% +$305K 0.12% 181
2024
Q1 		$5.96M Buy
23,559
+8,493
+56% +$1.98M 0.15% 161
2023
Q4 		$3.49M Buy
15,066
+562
+4% +$115K 0.1% 230
2023
Q3 		$2.85M Buy
14,504
+2,505
+21% +$544K 0.1% 249
2023
Q2 		$2.7M Buy
11,999
+1,421
+13% +$285K 0.1% 241
2023
Q1 		$2.1M Buy
10,578
+4,288
+68% +$916K 0.09% 280
2022
Q4 		$1.29M Buy
6,290
+332
+6% +$67.3K 0.07% 328
2022
Q3 		$1.08M Sell
5,958
-8,509
-59% -$1.86M 0.07% 306
2022
Q2 		$3.14M Buy
14,467
+5,467
+61% +$1.19M 0.22% 113
2022
Q1 		$2.08M Sell
9,000
-4,240
-32% -$1M 0.14% 184
2021
Q4 		$3.74M Buy
13,240
+1,728
+15% +$448K 0.29% 77
2021
Q3 		$2.76M Buy
11,512
+5,722
+99% +$1.44M 0.28% 83
2021
Q2 		$1.4M Buy
5,790
+528
+10% +$122K 0.17% 149
2021
Q1 		$1.02M Buy
5,262
+1,968
+60% +$369K 0.18% 151
2020
Q4 		$590K Buy
3,294
+959
+41% +$162K 0.16% 168
2020
Q3 		$368K Buy
2,335
+189
+9% +$29.6K 0.14% 183
2020
Q2 		$304K Buy
2,146
+243
+13% +$32.9K 0.17% 163
2020
Q1 		$205K Buy
1,903
+132
+7% +$18.9K 0.17% 180
2019
Q4 		$274K Buy
+1,771
New +$259K 0.2% 171

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Ethic Inc's IQV Position: Q2 2026 in Review

Ethic Inc increased its IQVIA (IQV) stake by 2.4% in Q2 2026, buying an estimated $81.1K and bringing the position to 19,677 shares worth $3.8M. The position accounts for 0.05% of the portfolio, ranked #353.

Ethic Inc first reported a position in IQV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.9M in Q4 2025. 355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Ethic Inc held 19,677 shares of IQVIA worth $3.8M as of Q2 2026.
  • Ethic Inc bought 465 IQVIA shares in Q2 2026, an estimated $81.1K.
  • IQVIA made up 0.05% of Ethic Inc's portfolio in Q2 2026, its #353 holding.
  • Ethic Inc first reported a position in IQVIA in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's IQVIA position peaked at $6.9M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.