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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
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
-8,274
-52% -$2.09M 0.22% 97
2021
Q2 		$3.48M Buy
15,990
+8,030
+101% +$1.85M 0.22% 98
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stonebridge Capital Advisors's IQV Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its IQVIA (IQV) stake by 4.2% in Q1 2026, selling an estimated $73.9K and leaving 8,647 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #98.

Stonebridge Capital Advisors first reported a position in IQV in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.48M in Q2 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Stonebridge Capital Advisors held 8,647 shares of IQVIA worth $1.47M as of Q1 2026.
  • Stonebridge Capital Advisors sold 379 IQVIA shares in Q1 2026, an estimated $73.9K.
  • IQVIA made up 0.1% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #98 holding.
  • Stonebridge Capital Advisors first reported a position in IQVIA in Q4 2019 and has held it in 22 quarters since.
  • Stonebridge Capital Advisors's IQVIA position peaked at $3.48M in Q2 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.