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Loring Wolcott & Coolidge Fiduciary Advisors’s IQVIA IQV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$707K Hold
3,658
– – 0.01% 207
2026
Q1 		$612K Sell
3,658
-764
-17% -$149K 0.01% 213
2025
Q4 		$1.07M Hold
4,422
– – 0.01% 160
2025
Q3 		$972K Sell
4,422
-2,905
-40% -$528K 0.01% 170
2025
Q2 		$1.15M Buy
7,327
+1,958
+36% +$295K 0.01% 153
2025
Q1 		$790K Sell
5,369
-96
-2% -$18.6K 0.01% 173
2024
Q4 		$1.13M Sell
5,465
-9,745
-64% -$2.06M 0.01% 156
2024
Q3 		$3.22M Buy
15,210
+8,665
+132% +$2.05M 0.03% 114
2024
Q2 		$1.52M Sell
6,545
-405
-6% -$92K 0.01% 130
2024
Q1 		$1.61M Sell
6,950
-2,234
-24% -$522K 0.02% 122
2023
Q4 		$1.91M Sell
9,184
-7,475
-45% -$1.53M 0.02% 119
2023
Q3 		$3.17M Sell
16,659
-78,704
-83% -$17.1M 0.04% 95
2023
Q2 		$21.4M Sell
95,363
-70,140
-42% -$14.1M 0.23% 57
2023
Q1 		$32.9M Sell
165,503
-145,978
-47% -$31.2M 0.38% 51
2022
Q4 		$63.8M Sell
311,481
-33,417
-10% -$6.78M 0.79% 33
2022
Q3 		$62.5M Sell
344,898
-6,431
-2% -$1.41M 0.81% 32
2022
Q2 		$76.2M Sell
351,329
-5,401
-2% -$1.17M 0.94% 29
2022
Q1 		$82.5M Buy
356,730
+5,807
+2% +$1.38M 0.85% 34
2021
Q4 		$99M Buy
350,923
+17,201
+5% +$4.46M 0.91% 35
2021
Q3 		$79.9M Buy
333,722
+33,079
+11% +$8.35M 0.79% 35
2021
Q2 		$72.9M Buy
300,643
+43,809
+17% +$10.1M 0.74% 38
2021
Q1 		$49.6M Buy
256,834
+14,976
+6% +$2.81M 0.55% 43
2020
Q4 		$43.3M Buy
241,858
+7,392
+3% +$1.25M 0.49% 44
2020
Q3 		$37M Buy
234,466
+15,375
+7% +$2.41M 0.46% 44
2020
Q2 		$31.1M Buy
219,091
+3,976
+2% +$539K 0.43% 44
2020
Q1 		$23.2M Buy
215,115
+212,721
+8,886% +$30.4M 0.39% 47
2019
Q4 		$370K Buy
2,394
+2,140
+843% +$312K 0.01% 224
2019
Q3 		$38K Buy
+254
New +$39.5K ﹤0.01% 433
2018
Q1 		– Sell
-41
Closed -$4K – 760
2017
Q4 		$4K Hold
41
– – ﹤0.01% 617
2017
Q3 		$4K Buy
+41
New +$3.8K ﹤0.01% 604

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IQV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its IQVIA (IQV) position steady in Q2 2026 at 3,658 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #207.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IQV in Q3 2017 and has held it in 30 quarters since. The position peaked at $99M in Q4 2021. 638 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 3,658 shares of IQVIA worth $707K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #207 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IQVIA in Q3 2017 and has held it in 30 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's IQVIA position peaked at $99M in Q4 2021.
  • 638 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.