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Private Trust Company’s IQVIA IQV Stock Holding History

Private Trust Company’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 		$24.5K Sell
127
-212
-63% -$37K ﹤0.01% 1696
2026
Q1 		$57.8K Sell
339
-94
-22% -$18.3K 0.01% 1244
2025
Q4 		$97.6K Sell
433
-100
-19% -$21.8K 0.01% 1031
2025
Q3 		$101K Sell
533
-70
-12% -$12.7K 0.01% 1015
2025
Q2 		$95K Buy
603
+67
+13% +$10.1K 0.01% 975
2025
Q1 		$94.5K Buy
536
+98
+22% +$19K 0.01% 962
2024
Q4 		$86.1K Sell
438
-47
-10% -$9.91K 0.01% 971
2024
Q3 		$115K Buy
485
+47
+11% +$11.1K 0.01% 873
2024
Q2 		$92.6K Sell
438
-14
-3% -$3.18K 0.01% 915
2024
Q1 		$114K Sell
452
-6
-1% -$1.4K 0.01% 820
2023
Q4 		$106K Sell
458
-7
-2% -$1.44K 0.01% 809
2023
Q3 		$91.5K Sell
465
-34
-7% -$7.38K 0.01% 835
2023
Q2 		$112K Buy
499
+112
+29% +$22.5K 0.01% 766
2023
Q1 		$77K Sell
387
-7
-2% -$1.5K 0.01% 859
2022
Q4 		$81K Buy
394
+34
+9% +$6.9K 0.01% 803
2022
Q3 		$65K Hold
360
– – 0.01% 809
2022
Q2 		$78K Buy
+360
New +$78.2K 0.01% 771
2017
Q4 		– Sell
-4,797
Closed -$456K – 373
2017
Q3 		$456K Buy
+4,797
New +$445K 0.1% 246
2014
Q4 		– Sell
-81
Closed -$5K – 726
2014
Q3 		$5K Sell
81
-4
-5% -$224 ﹤0.01% 1308
2014
Q2 		$5K Buy
85
+55
+183% +$2.78K ﹤0.01% 1290
2014
Q1 		$2K Hold
30
– – ﹤0.01% 1479
2013
Q4 		$1K Hold
30
– – ﹤0.01% 1641
2013
Q3 		$1K Hold
30
– – ﹤0.01% 1585
2013
Q2 		$1K Buy
+30
New +$1.31K ﹤0.01% 1531

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

Private Trust Company's IQV Position: Q2 2026 in Review

Private Trust Company reduced its IQVIA (IQV) stake by 63% in Q2 2026, selling an estimated $37K and leaving 127 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Private Trust Company first reported a position in IQV in Q2 2013 and has held it in 24 quarters since. The position peaked at $456K in Q3 2017. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Private Trust Company held 127 shares of IQVIA worth $24.5K as of Q2 2026.
  • Private Trust Company sold 212 IQVIA shares in Q2 2026, an estimated $37K.
  • IQVIA made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1696 holding.
  • Private Trust Company first reported a position in IQVIA in Q2 2013 and has held it in 24 quarters since.
  • Private Trust Company's IQVIA position peaked at $456K in Q3 2017.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.