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NBT Bank’s IQVIA IQV Stock Holding History

NBT Bank’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 		$446K Buy
2,306
+907
+65% +$158K 0.03% 273
2026
Q1 		$233K Buy
1,399
+26
+2% +$5.07K 0.02% 354
2025
Q4 		$299K Buy
1,373
+82
+6% +$17.8K 0.02% 326
2025
Q3 		$245K Sell
1,291
-90
-7% -$16.4K 0.02% 354
2025
Q2 		$218K Sell
1,381
-1,011
-42% -$152K 0.01% 361
2025
Q1 		$422K Sell
2,392
-1,896
-44% -$368K 0.03% 285
2024
Q4 		$843K Sell
4,288
-834
-16% -$176K 0.06% 224
2024
Q3 		$1.21M Sell
5,122
-349
-6% -$82.4K 0.08% 199
2024
Q2 		$1.16M Sell
5,471
-1,525
-22% -$346K 0.08% 196
2024
Q1 		$1.77M Buy
6,996
+81
+1% +$18.9K 0.13% 151
2023
Q4 		$1.6M Buy
6,915
+432
+7% +$88.7K 0.13% 165
2023
Q3 		$1.28M Buy
+6,483
New +$1.41M 0.12% 147
2022
Q1 		– Sell
-790
Closed -$223K – 242
2021
Q4 		$223K Buy
+790
New +$205K 0.03% 234

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

NBT Bank's IQV Position: Q2 2026 in Review

NBT Bank increased its IQVIA (IQV) stake by 65% in Q2 2026, buying an estimated $158K and bringing the position to 2,306 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #273.

NBT Bank first reported a position in IQV in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2024. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • NBT Bank held 2,306 shares of IQVIA worth $446K as of Q2 2026.
  • NBT Bank bought 907 IQVIA shares in Q2 2026, an estimated $158K.
  • IQVIA made up 0.03% of NBT Bank's portfolio in Q2 2026, its #273 holding.
  • NBT Bank first reported a position in IQVIA in Q4 2021 and has held it in 13 quarters since.
  • NBT Bank's IQVIA position peaked at $1.77M in Q1 2024.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.