Sagewood Asset Management’s IQVIA IQV Stock Holding History

Sagewood Asset Management’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	-1,481	Closed	-$253K	–	446
2026 Q1	$253K	Buy	+1,481	New	+$289K	0.08%	263

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagewood Asset Management's IQV Position: Q2 2026 in Review

Sagewood Asset Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,481 shares — an estimated $253K sold.

Sagewood Asset Management first reported a position in IQV in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Sagewood Asset Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
Sagewood Asset Management sold 1,481 IQVIA shares in Q2 2026, an estimated $253K.
Sagewood Asset Management first reported a position in IQVIA in Q1 2026 and held it in 1 quarter.
Sagewood Asset Management's IQVIA position peaked at $253K in Q1 2026.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.