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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
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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Root Financial Partners's IQV Position: Q2 2026 in Review

Root Financial Partners sold out of IQVIA (IQV) in Q2 2026, closing a stake of 254 shares — an estimated $43.3K sold.

Root Financial Partners first reported a position in IQV in Q3 2025 and held it in 3 quarters. The position peaked at $66.7K in Q4 2025. 355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Root Financial Partners reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 254 IQVIA shares in Q2 2026, an estimated $43.3K.
  • Root Financial Partners first reported a position in IQVIA in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's IQVIA position peaked at $66.7K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.