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First American Trust’s IQVIA IQV Stock Holding History

First American 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 		– Sell
-2,598
Closed -$585K – 299
2025
Q4 		$585K Sell
2,598
-146
-5% -$31.8K 0.04% 186
2025
Q3 		$521K Sell
2,744
-1,174
-30% -$213K 0.04% 173
2025
Q2 		$617K Sell
3,918
-30,024
-88% -$4.52M 0.05% 155
2025
Q1 		$5.98M Buy
33,942
+1,096
+3% +$213K 0.55% 62
2024
Q4 		$6.45M Sell
32,846
-726
-2% -$153K 0.64% 54
2024
Q3 		$7.96M Sell
33,572
-3,609
-10% -$852K 0.79% 43
2024
Q2 		$7.86M Buy
37,181
+1,415
+4% +$321K 0.79% 44
2024
Q1 		$9.04M Buy
35,766
+568
+2% +$133K 0.95% 33
2023
Q4 		$8.14M Buy
35,198
+461
+1% +$94.7K 1.01% 35
2023
Q3 		$6.83M Buy
34,737
+4,433
+15% +$963K 0.97% 39
2023
Q2 		$6.81M Buy
30,304
+1,606
+6% +$322K 0.94% 37
2023
Q1 		$5.71M Buy
28,698
+6,213
+28% +$1.33M 0.85% 45
2022
Q4 		$4.61M Buy
22,485
+520
+2% +$105K 0.71% 56
2022
Q3 		$3.98M Buy
21,965
+287
+1% +$62.9K 0.67% 60
2022
Q2 		$4.7M Buy
21,678
+845
+4% +$183K 0.74% 54
2022
Q1 		$4.82M Buy
20,833
+817
+4% +$193K 0.66% 57
2021
Q4 		$5.65M Sell
20,016
-10,528
-34% -$2.73M 0.77% 47
2021
Q3 		$7.32M Buy
30,544
+1,857
+6% +$469K 1.1% 30
2021
Q2 		$6.95M Sell
28,687
-195
-0.7% -$45K 1.09% 31
2021
Q1 		$5.58M Buy
28,882
+6,491
+29% +$1.22M 0.88% 43
2020
Q4 		$4.01M Sell
22,391
-268
-1% -$45.2K 0.67% 52
2020
Q3 		$3.57M Buy
22,659
+529
+2% +$82.9K 0.64% 57
2020
Q2 		$3.14M Buy
22,130
+1,635
+8% +$222K 0.62% 61
2020
Q1 		$2.21M Buy
+20,495
New +$2.93M 0.54% 63

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

First American Trust's IQV Position: Q1 2026 in Review

First American Trust sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,598 shares — an estimated $585K sold.

First American Trust first reported a position in IQV in Q1 2020 and held it in 24 quarters. The position peaked at $9.04M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • First American Trust reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • First American Trust sold 2,598 IQVIA shares in Q1 2026, an estimated $585K.
  • First American Trust first reported a position in IQVIA in Q1 2020 and held it in 24 quarters.
  • First American Trust's IQVIA position peaked at $9.04M in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.