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Stonebridge Capital Advisors’s IQVIA IQV Stock Holding History

Stonebridge Capital Advisors’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 		$1.65M Sell
8,532
-115
-1% -$20.1K 0.11% 96
2026
Q1 		$1.47M Sell
8,647
-379
-4% -$73.9K 0.1% 98
2025
Q4 		$2.03M Sell
9,026
-469
-5% -$102K 0.14% 89
2025
Q3 		$1.8M Buy
9,495
+115
+1% +$20.9K 0.13% 91
2025
Q2 		$1.48M Sell
9,380
-525
-5% -$79K 0.11% 97
2025
Q1 		$1.75M Buy
9,905
+119
+1% +$23.1K 0.14% 90
2024
Q4 		$1.92M Sell
9,786
-1,135
-10% -$239K 0.15% 91
2024
Q3 		$2.59M Buy
10,921
+212
+2% +$50K 0.21% 77
2024
Q2 		$2.26M Buy
10,709
+653
+6% +$148K 0.2% 86
2024
Q1 		$2.54M Buy
10,056
+520
+5% +$121K 0.23% 83
2023
Q4 		$2.21M Buy
9,536
+118
+1% +$24.2K 0.22% 91
2023
Q3 		$1.85M Buy
9,418
+210
+2% +$45.6K 0.2% 92
2023
Q2 		$2.07M Buy
9,208
+80
+0.9% +$16.1K 0.22% 90
2023
Q1 		$1.82M Sell
9,128
-39
-0.4% -$8.34K 0.21% 93
2022
Q4 		$1.88M Buy
9,167
+209
+2% +$42.4K 0.22% 94
2022
Q3 		$1.62M Buy
8,958
+338
+4% +$74K 0.21% 97
2022
Q2 		$1.87M Buy
8,620
+354
+4% +$76.9K 0.23% 100
2022
Q1 		$1.91M Buy
8,266
+345
+4% +$81.7K 0.21% 97
2021
Q4 		$2.23M Buy
7,921
+205
+3% +$53.2K 0.25% 95
2021
Q3 		$1.85M Sell
7,716
-314
-4% -$79.3K 0.22% 97
2021
Q2 		$1.95M Buy
8,030
+70
+0.9% +$16.2K 0.24% 99
2021
Q1 		$1.54M Buy
+7,960
New +$1.49M 0.2% 98
2020
Q1 		– Sell
-20
Closed -$3K – 814
2019
Q4 		$3K Buy
+20
New +$2.92K ﹤0.01% 698

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

Stonebridge Capital Advisors's IQV Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its IQVIA (IQV) stake by 1.3% in Q2 2026, selling an estimated $20.1K and leaving 8,532 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #96.

Stonebridge Capital Advisors first reported a position in IQV in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.59M in Q3 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Stonebridge Capital Advisors held 8,532 shares of IQVIA worth $1.65M as of Q2 2026.
  • Stonebridge Capital Advisors sold 115 IQVIA shares in Q2 2026, an estimated $20.1K.
  • IQVIA made up 0.11% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #96 holding.
  • Stonebridge Capital Advisors first reported a position in IQVIA in Q4 2019 and has held it in 23 quarters since.
  • Stonebridge Capital Advisors's IQVIA position peaked at $2.59M in Q3 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.