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Morningstar Investment Management’s IQVIA IQV Stock Holding History

Morningstar 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 		$3.3M Hold
19,341
– – 0.2% 121
2026
Q1 		$3.3M Buy
19,341
+897
+5% +$175K 0.2% 121
2025
Q4 		$4.16M Sell
18,444
-4,339
-19% -$944K 0.25% 94
2025
Q3 		$4.33M Buy
+22,783
New +$4.14M 0.16% 152

Other funds holding IQV

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Morningstar Investment Management held its IQVIA (IQV) position steady in Q2 2026 at 19,341 shares worth $3.3M. The position accounts for 0.2% of the portfolio, ranked #121.

Morningstar Investment Management first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.33M in Q3 2025. 401 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Morningstar Investment Management held 19,341 shares of IQVIA worth $3.3M as of Q2 2026.
  • Morningstar Investment Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #121 holding.
  • Morningstar Investment Management first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's IQVIA position peaked at $4.33M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.