Root Financial Partners
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Root Financial Partners’s IQVIA IQV Stock Holding History

Root Financial Partners’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
Q3 		$156K Buy
+582
New +$141K 0.01% 542
2026
Q2 		– Sell
-254
Closed -$43.3K – 1786
2026
Q1 		$43.3K Sell
254
-42
-14% -$8.19K ﹤0.01% 939
2025
Q4 		$66.7K Buy
296
+70
+31% +$15.2K ﹤0.01% 609
2025
Q3 		$42.9K Buy
+226
New +$41.1K ﹤0.01% 723

Other funds holding IQV

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Root Financial Partners's IQV Position: Q3 2026 in Review

Root Financial Partners opened a new position in IQVIA (IQV) in Q3 2026: 582 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IQV as recently as Q1 2026.

Root Financial Partners first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. 604 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Root Financial Partners held 582 shares of IQVIA worth $156K as of Q3 2026.
  • IQVIA was a new Root Financial Partners position in Q3 2026.
  • IQVIA made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #542 holding.
  • Root Financial Partners first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • 604 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.