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Rothschild Investment LLC’s IQVIA IQV Stock Holding History

Rothschild Investment LLC’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 		$465K Buy
2,405
+1,964
+445% +$342K 0.02% 628
2026
Q1 		$75.2K Sell
441
-469
-52% -$91.5K ﹤0.01% 994
2025
Q4 		$205K Buy
910
+470
+107% +$102K 0.01% 614
2025
Q3 		$83.6K Buy
440
+171
+64% +$31.1K ﹤0.01% 848
2025
Q2 		$42.4K Buy
269
+124
+86% +$18.7K ﹤0.01% 817
2025
Q1 		$25.6K Buy
145
+24
+20% +$4.66K ﹤0.01% 934
2024
Q4 		$23.8K Sell
121
-63
-34% -$13.3K ﹤0.01% 959
2024
Q3 		$43.6K Sell
184
-16
-8% -$3.78K ﹤0.01% 809
2024
Q2 		$42.3K Buy
200
+37
+23% +$8.41K ﹤0.01% 783
2024
Q1 		$41.2K Buy
163
+4
+3% +$934 ﹤0.01% 766
2023
Q4 		$36.8K Buy
+159
New +$32.6K ﹤0.01% 722
2017
Q1 		– Sell
-5,629
Closed -$428K – 490
2016
Q4 		$428K Buy
+5,629
New +$432K 0.05% 288

Other funds holding IQV

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rothschild Investment LLC's IQV Position: Q2 2026 in Review

Rothschild Investment LLC increased its IQVIA (IQV) stake by 445% in Q2 2026, buying an estimated $342K and bringing the position to 2,405 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #628.

Rothschild Investment LLC first reported a position in IQV in Q4 2016 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Rothschild Investment LLC held 2,405 shares of IQVIA worth $465K as of Q2 2026.
  • Rothschild Investment LLC bought 1,964 IQVIA shares in Q2 2026, an estimated $342K.
  • IQVIA made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #628 holding.
  • Rothschild Investment LLC first reported a position in IQVIA in Q4 2016 and has held it in 12 quarters since.
  • 548 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.