Greenleaf Trust’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $491K | Buy |
2,878
+629
| +28% | +$123K | ﹤0.01% | 495 |
|
|
2025
Q4 | $507K | Sell |
2,249
-7
| -0.3% | -$1.52K | ﹤0.01% | 495 |
|
|
2025
Q3 | $429K | Buy |
2,256
+357
| +19% | +$64.9K | ﹤0.01% | 537 |
|
|
2025
Q2 | $299K | Sell |
1,899
-920
| -33% | -$139K | ﹤0.01% | 631 |
|
|
2025
Q1 | $497K | Sell |
2,819
-354
| -11% | -$68.7K | ﹤0.01% | 498 |
|
|
2024
Q4 | $624K | Sell |
3,173
-113
| -3% | -$23.8K | 0.01% | 453 |
|
|
2024
Q3 | $779K | Buy |
3,286
+111
| +3% | +$26.2K | 0.01% | 398 |
|
|
2024
Q2 | $671K | Sell |
3,175
-37
| -1% | -$8.41K | 0.01% | 395 |
|
|
2024
Q1 | $812K | Buy |
3,212
+58
| +2% | +$13.5K | 0.01% | 343 |
|
|
2023
Q4 | $730K | Buy |
3,154
+58
| +2% | +$11.9K | 0.01% | 356 |
|
|
2023
Q3 | $609K | Sell |
3,096
-107
| -3% | -$23.2K | 0.01% | 381 |
|
|
2023
Q2 | $720K | Buy |
3,203
+264
| +9% | +$53K | 0.01% | 356 |
|
|
2023
Q1 | $585K | Sell |
2,939
-182
| -6% | -$38.9K | 0.01% | 403 |
|
|
2022
Q4 | $639K | Buy |
3,121
+3
| +0.1% | +$608 | 0.01% | 374 |
|
|
2022
Q3 | $565K | Sell |
3,118
-1
| -0% | -$219 | 0.01% | 368 |
|
|
2022
Q2 | $677K | Buy |
3,119
+86
| +3% | +$18.7K | 0.01% | 309 |
|
|
2022
Q1 | $701K | Buy |
3,033
+25
| +0.8% | +$5.92K | 0.01% | 320 |
|
|
2021
Q4 | $849K | Buy |
3,008
+37
| +1% | +$9.6K | 0.01% | 283 |
|
|
2021
Q3 | $712K | Buy |
2,971
+160
| +6% | +$40.4K | 0.01% | 299 |
|
|
2021
Q2 | $681K | Buy |
2,811
+159
| +6% | +$36.7K | 0.01% | 316 |
|
|
2021
Q1 | $512K | Buy |
2,652
+526
| +25% | +$98.8K | 0.01% | 369 |
|
|
2020
Q4 | $381K | Buy |
2,126
+169
| +9% | +$28.5K | 0.01% | 399 |
|
|
2020
Q3 | $308K | Buy |
1,957
+156
| +9% | +$24.4K | ﹤0.01% | 411 |
|
|
2020
Q2 | $256K | Buy |
+1,801
| New | +$244K | ﹤0.01% | 438 |
|
|
2020
Q1 | – | Sell |
-1,840
| Closed | -$284K | – | 538 |
|
|
2019
Q4 | $284K | Sell |
1,840
-107
| -5% | -$15.6K | ﹤0.01% | 422 |
|
|
2019
Q3 | $291K | Buy |
1,947
+145
| +8% | +$22.6K | ﹤0.01% | 416 |
|
|
2019
Q2 | $290K | Buy |
1,802
+70
| +4% | +$9.82K | ﹤0.01% | 414 |
|
|
2019
Q1 | $249K | Buy |
+1,732
| New | +$231K | ﹤0.01% | 435 |
|
|
2018
Q1 | – | Sell |
-332
| Closed | -$33K | – | 597 |
|
|
2017
Q4 | $33K | Hold |
332
| – | – | ﹤0.01% | 523 |
|
|
2017
Q3 | $32K | Buy |
+332
| New | +$30.8K | ﹤0.01% | 492 |
|
Other funds holding IQV
VCM
VPM
Greenleaf Trust's IQV Position: Q1 2026 in Review
Greenleaf Trust increased its IQVIA (IQV) stake by 28% in Q1 2026, buying an estimated $123K and bringing the position to 2,878 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #495.
Greenleaf Trust first reported a position in IQV in Q3 2017 and has held it in 30 quarters since. The position peaked at $849K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Greenleaf Trust held 2,878 shares of IQVIA worth $491K as of Q1 2026.
- Greenleaf Trust bought 629 IQVIA shares in Q1 2026, an estimated $123K.
- IQVIA made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #495 holding.
- Greenleaf Trust first reported a position in IQVIA in Q3 2017 and has held it in 30 quarters since.
- Greenleaf Trust's IQVIA position peaked at $849K in Q4 2021.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.