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Middleton & Co’s IQVIA IQV Stock Holding History

Middleton & Co’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 		$6.42M Sell
33,233
-1,116
-3% -$195K 0.68% 46
2026
Q1 		$5.86M Sell
34,349
-11,355
-25% -$2.22M 0.67% 44
2025
Q4 		$10.3M Buy
45,704
+124
+0.3% +$27K 1.09% 31
2025
Q3 		$8.66M Buy
45,580
+1,487
+3% +$270K 0.94% 35
2025
Q2 		$6.95M Sell
44,093
-2,029
-4% -$305K 0.78% 42
2025
Q1 		$8.13M Sell
46,122
-2,316
-5% -$449K 0.95% 39
2024
Q4 		$9.52M Buy
48,438
+601
+1% +$127K 1.05% 32
2024
Q3 		$11.3M Buy
47,837
+288
+0.6% +$68K 1.25% 28
2024
Q2 		$10.1M Sell
47,549
-1,478
-3% -$336K 1.17% 30
2024
Q1 		$12.4M Sell
49,027
-188
-0.4% -$43.9K 1.43% 24
2023
Q4 		$11.4M Sell
49,215
-597
-1% -$123K 1.42% 27
2023
Q3 		$9.8M Buy
49,812
+798
+2% +$173K 1.35% 26
2023
Q2 		$11M Buy
49,014
+248
+0.5% +$49.8K 1.46% 21
2023
Q1 		$9.7M Sell
48,766
-200
-0.4% -$42.7K 1.39% 25
2022
Q4 		$10M Sell
48,966
-948
-2% -$192K 1.49% 21
2022
Q3 		$9.04M Sell
49,914
-5,075
-9% -$1.11M 1.38% 25
2022
Q2 		$11.9M Buy
54,989
+71
+0.1% +$15.4K 1.53% 21
2022
Q1 		$12.7M Sell
54,918
-291
-0.5% -$68.9K 1.36% 26
2021
Q4 		$15.6M Sell
55,209
-85
-0.2% -$22.1K 1.52% 23
2021
Q3 		$13.2M Sell
55,294
-1,130
-2% -$285K 1.42% 27
2021
Q2 		$13.7M Sell
56,424
-5,002
-8% -$1.15M 1.48% 22
2021
Q1 		$11.9M Buy
61,426
+193
+0.3% +$36.2K 1.34% 29
2020
Q4 		$11M Buy
61,233
+2,090
+4% +$352K 1.3% 29
2020
Q3 		$9.32M Buy
59,143
+604
+1% +$94.7K 1.23% 32
2020
Q2 		$8.31M Buy
58,539
+17
+0% +$2.3K 1.2% 31
2020
Q1 		$6.31M Buy
58,522
+2,079
+4% +$297K 1.1% 34
2019
Q4 		$8.72M Buy
56,443
+19,542
+53% +$2.85M 1.24% 31
2019
Q3 		$5.51M Buy
36,901
+10,301
+39% +$1.6M 0.85% 43
2019
Q2 		$4.28M Buy
+26,600
New +$3.73M 0.66% 53

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Middleton & Co's IQV Position: Q2 2026 in Review

Middleton & Co reduced its IQVIA (IQV) stake by 3.2% in Q2 2026, selling an estimated $195K and leaving 33,233 shares worth $6.42M. The position accounts for 0.68% of the portfolio, ranked #46.

Middleton & Co first reported a position in IQV in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.6M in Q4 2021. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Middleton & Co held 33,233 shares of IQVIA worth $6.42M as of Q2 2026.
  • Middleton & Co sold 1,116 IQVIA shares in Q2 2026, an estimated $195K.
  • IQVIA made up 0.68% of Middleton & Co's portfolio in Q2 2026, its #46 holding.
  • Middleton & Co first reported a position in IQVIA in Q2 2019 and has held it in 29 quarters since.
  • Middleton & Co's IQVIA position peaked at $15.6M in Q4 2021.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.