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New England Research & Management’s IQVIA IQV Stock Holding History

New England Research & 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 		– Sell
-2,880
Closed -$491K – 153
2026
Q1 		$491K Sell
2,880
-2,200
-43% -$429K 0.21% 107
2025
Q4 		$1.15M Buy
+5,080
New +$1.11M 0.5% 63

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

New England Research & Management's IQV Position: Q2 2026 in Review

New England Research & Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 2,880 shares — an estimated $491K sold.

New England Research & Management first reported a position in IQV in Q4 2025 and held it in 2 quarters. The position peaked at $1.15M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • New England Research & Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 2,880 IQVIA shares in Q2 2026, an estimated $491K.
  • New England Research & Management first reported a position in IQVIA in Q4 2025 and held it in 2 quarters.
  • New England Research & Management's IQVIA position peaked at $1.15M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.