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Sanibel Captiva Trust Company’s IQVIA IQV Stock Holding History

Sanibel Captiva 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 		$476K Buy
2,466
+20
+0.8% +$3.49K 0.01% 336
2026
Q1 		$417K Sell
2,446
-134
-5% -$26.1K 0.01% 335
2025
Q4 		$582K Sell
2,580
-15
-0.6% -$3.26K 0.02% 278
2025
Q3 		$493K Sell
2,595
-90
-3% -$16.4K 0.01% 294
2025
Q2 		$423K Sell
2,685
-630
-19% -$94.8K 0.01% 305
2025
Q1 		$584K Sell
3,315
-940
-22% -$182K 0.02% 254
2024
Q4 		$836K Sell
4,255
-2,912
-41% -$614K 0.03% 236
2024
Q3 		$1.7M Sell
7,167
-1,505
-17% -$355K 0.05% 179
2024
Q2 		$1.83M Sell
8,672
-376
-4% -$85.4K 0.06% 168
2024
Q1 		$2.29M Sell
9,048
-158
-2% -$36.9K 0.08% 142
2023
Q4 		$2.13M Buy
+9,206
New +$1.89M 0.08% 142

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

Sanibel Captiva Trust Company's IQV Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its IQVIA (IQV) stake by 0.82% in Q2 2026, buying an estimated $3.49K and bringing the position to 2,466 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #336.

Sanibel Captiva Trust Company first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,466 shares of IQVIA worth $476K as of Q2 2026.
  • Sanibel Captiva Trust Company bought 20 IQVIA shares in Q2 2026, an estimated $3.49K.
  • IQVIA made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #336 holding.
  • Sanibel Captiva Trust Company first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's IQVIA position peaked at $2.29M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.