GIM
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Goelzer Investment Management’s IQVIA IQV Stock Holding History

Goelzer Investment Management’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 		$2.09M Sell
10,800
-466
-4% -$81.3K 0.09% 135
2026
Q1 		$1.92M Buy
11,266
+6,789
+152% +$1.32M 0.09% 133
2025
Q4 		$1.01M Sell
4,477
-236
-5% -$51.3K 0.05% 164
2025
Q3 		$895K Sell
4,713
-14,598
-76% -$2.65M 0.05% 154
2025
Q2 		$3.04M Sell
19,311
-639
-3% -$96.2K 0.17% 113
2025
Q1 		$3.52M Buy
19,950
+196
+1% +$38K 0.2% 103
2024
Q4 		$3.88M Sell
19,754
-198
-1% -$41.8K 0.23% 99
2024
Q3 		$4.73M Sell
19,952
-400
-2% -$94.4K 0.26% 92
2024
Q2 		$4.3M Sell
20,352
-197
-1% -$44.8K 0.24% 92
2024
Q1 		$5.2M Sell
20,549
-727
-3% -$170K 0.29% 78
2023
Q4 		$4.92M Sell
21,276
-1,318
-6% -$271K 0.32% 77
2023
Q3 		$4.45M Buy
22,594
+46
+0.2% +$9.99K 0.31% 72
2023
Q2 		$5.07M Sell
22,548
-767
-3% -$154K 0.43% 71
2023
Q1 		$4.64M Sell
23,315
-5,440
-19% -$1.16M 0.4% 75
2022
Q4 		$5.89M Sell
28,755
-35
-0.1% -$7.1K 0.5% 66
2022
Q3 		$5.21M Sell
28,790
-4,507
-14% -$987K 0.52% 59
2022
Q2 		$7.22M Sell
33,297
-1,279
-4% -$278K 0.7% 38
2022
Q1 		$7.99M Sell
34,576
-287
-0.8% -$68K 0.69% 42
2021
Q4 		$9.84M Sell
34,863
-792
-2% -$206K 0.8% 31
2021
Q3 		$8.54M Sell
35,655
-9,255
-21% -$2.34M 0.75% 36
2021
Q2 		$10.9M Sell
44,910
-880
-2% -$203K 0.9% 23
2021
Q1 		$8.84M Sell
45,790
-1,894
-4% -$356K 0.78% 35
2020
Q4 		$8.54M Sell
47,684
-965
-2% -$163K 0.79% 34
2020
Q3 		$7.67M Sell
48,649
-401
-0.8% -$62.8K 0.71% 36
2020
Q2 		$6.96M Sell
49,050
-3,029
-6% -$410K 0.67% 37
2020
Q1 		$5.62M Sell
52,079
-188
-0.4% -$26.9K 0.64% 40
2019
Q4 		$8.08M Sell
52,267
-1,175
-2% -$172K 0.69% 45
2019
Q3 		$7.98M Sell
53,442
-173
-0.3% -$26.9K 0.73% 41
2019
Q2 		$8.63M Buy
53,615
+187
+0.4% +$26.2K 0.79% 37
2019
Q1 		$7.69M Sell
53,428
-667
-1% -$88.9K 0.73% 37
2018
Q4 		$6.28M Sell
54,095
-11,914
-18% -$1.44M 0.8% 37
2018
Q3 		$8.56M Sell
66,009
-1,480
-2% -$178K 0.96% 27
2018
Q2 		$6.74M Sell
67,489
-1,024
-1% -$102K 0.78% 42
2018
Q1 		$6.72M Buy
68,513
+17,516
+34% +$1.77M 0.81% 35
2017
Q4 		$4.99M Buy
50,997
+1,150
+2% +$117K 0.56% 76
2017
Q3 		$4.74M Buy
49,847
+1,104
+2% +$102K 0.56% 74
2017
Q2 		$4.36M Buy
+48,743
New +$4.12M 0.53% 78

Other funds holding IQV

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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goelzer Investment Management's IQV Position: Q2 2026 in Review

Goelzer Investment Management reduced its IQVIA (IQV) stake by 4.1% in Q2 2026, selling an estimated $81.3K and leaving 10,800 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #135.

Goelzer Investment Management first reported a position in IQV in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.9M in Q2 2021. 255 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Goelzer Investment Management held 10,800 shares of IQVIA worth $2.09M as of Q2 2026.
  • Goelzer Investment Management sold 466 IQVIA shares in Q2 2026, an estimated $81.3K.
  • IQVIA made up 0.09% of Goelzer Investment Management's portfolio in Q2 2026, its #135 holding.
  • Goelzer Investment Management first reported a position in IQVIA in Q2 2017 and has held it in 37 quarters since.
  • Goelzer Investment Management's IQVIA position peaked at $10.9M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.