Northwest & Ethical Investments’s IQVIA IQV Stock Holding History

Northwest & Ethical Investments’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 Q1	–	Sell	-2,635	Closed	-$600K	–	567
2025 Q4	$600K	Sell	2,635 -65	-2%	-$14.1K	0.01%	380
2025 Q3	$488K	Buy	+2,700	New	+$491K	0.01%	402
2025 Q2	–	Sell	-12,836	Closed	-$2.26M	–	523
2025 Q1	$2.26M	Sell	12,836 -1,483	-10%	-$288K	0.06%	239
2024 Q4	$2.81M	Buy	14,319 +919	+7%	+$194K	0.08%	224
2024 Q3	$3.18M	Buy	+13,400	New	+$3.16M	0.08%	213
2018 Q4	–	Sell	-766	Closed	-$99.4K	–	386
2018 Q3	$99.4K	Sell	766 -1,100	-59%	-$132K	0.01%	331
2018 Q2	$186K	Hold	1,866	–	–	0.01%	322
2018 Q1	$183K	Buy	1,866 +500	+37%	+$50.5K	0.01%	320
2017 Q4	$134K	Buy	1,366 +600	+78%	+$61.1K	0.01%	330
2017 Q3	$101K	Hold	766	–	–	0.01%	341
2017 Q2	$68.6K	Hold	766	–	–	﹤0.01%	358
2017 Q1	$61.7K	Hold	766	–	–	﹤0.01%	374
2016 Q4	$58.3K	Buy	+766	New	+$58.7K	﹤0.01%	371

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northwest & Ethical Investments's IQV Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,635 shares — an estimated $600K sold.

Northwest & Ethical Investments first reported a position in IQV in Q4 2016 and held it in 13 quarters. The position peaked at $3.18M in Q3 2024. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Northwest & Ethical Investments reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Northwest & Ethical Investments sold 2,635 IQVIA shares in Q1 2026, an estimated $600K.
Northwest & Ethical Investments first reported a position in IQVIA in Q4 2016 and held it in 13 quarters.
Northwest & Ethical Investments's IQVIA position peaked at $3.18M in Q3 2024.
1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.