Sumitomo Mitsui Trust Group
IQV icon

Sumitomo Mitsui Trust Group’s IQVIA IQV Stock Holding History

Sumitomo Mitsui Trust Group’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 		$209M Buy
1,225,851
+93,779
+8% +$18.3M 0.14% 142
2025
Q4 		$255M Buy
1,132,072
+332,505
+42% +$72.3M 0.15% 129
2025
Q3 		$152M Sell
799,567
-9,320
-1% -$1.69M 0.09% 212
2025
Q2 		$127M Sell
808,887
-230,932
-22% -$34.8M 0.08% 232
2025
Q1 		$183M Sell
1,039,819
-10,093
-1% -$1.96M 0.13% 156
2024
Q4 		$206M Buy
1,049,912
+26,648
+3% +$5.62M 0.14% 145
2024
Q3 		$242M Buy
1,023,264
+38,307
+4% +$9.04M 0.17% 127
2024
Q2 		$208M Sell
984,957
-28,753
-3% -$6.53M 0.15% 135
2024
Q1 		$256M Sell
1,013,710
-25,726
-2% -$6.01M 0.18% 121
2023
Q4 		$241M Buy
1,039,436
+260,271
+33% +$53.4M 0.18% 127
2023
Q3 		$153M Sell
779,165
-21,870
-3% -$4.75M 0.13% 172
2023
Q2 		$180M Sell
801,035
-114,704
-13% -$23M 0.14% 154
2023
Q1 		$182M Buy
915,739
+25,053
+3% +$5.35M 0.14% 167
2022
Q4 		$182M Sell
890,686
-13,688
-2% -$2.78M 0.14% 159
2022
Q3 		$164M Sell
904,374
-4,357
-0.5% -$955K 0.13% 174
2022
Q2 		$197M Sell
908,731
-141,467
-13% -$30.7M 0.15% 147
2022
Q1 		$243M Sell
1,050,198
-81,243
-7% -$19.2M 0.16% 135
2021
Q4 		$319M Buy
1,131,441
+189,607
+20% +$49.2M 0.19% 116
2021
Q3 		$226M Sell
941,834
-130,228
-12% -$32.9M 0.14% 156
2021
Q2 		$260M Sell
1,072,062
-74,842
-7% -$17.3M 0.15% 144
2021
Q1 		$222M Sell
1,146,904
-40,830
-3% -$7.67M 0.14% 172
2020
Q4 		$213M Sell
1,187,734
-132,693
-10% -$22.4M 0.14% 169
2020
Q3 		$208M Buy
1,320,427
+39,254
+3% +$6.15M 0.14% 160
2020
Q2 		$182M Sell
1,281,173
-109,067
-8% -$14.8M 0.13% 179
2020
Q1 		$150M Buy
1,390,240
+722,345
+108% +$103M 0.13% 173
2019
Q4 		$103M Sell
667,895
-9,740
-1% -$1.42M 0.08% 260
2019
Q3 		$101M Buy
677,635
+19,350
+3% +$3.01M 0.09% 248
2019
Q2 		$106M Sell
658,285
-1,963
-0.3% -$275K 0.09% 234
2019
Q1 		$95M Buy
660,248
+18,434
+3% +$2.46M 0.09% 244
2018
Q4 		$73.1M Buy
641,814
+120,724
+23% +$14.6M 0.08% 267
2018
Q3 		$67.6M Buy
521,090
+8,712
+2% +$1.05M 0.07% 292
2018
Q2 		$51.1M Buy
512,378
+109,349
+27% +$10.9M 0.06% 352
2018
Q1 		$39.5M Buy
403,029
+3,374
+0.8% +$341K 0.05% 406
2017
Q4 		$39.1M Buy
399,655
+7,249
+2% +$738K 0.05% 407
2017
Q3 		$37.3M Sell
392,406
-14,084
-3% -$1.31M 0.05% 389
2017
Q2 		$36.4M Sell
406,490
-1,960
-0.5% -$165K 0.05% 386
2017
Q1 		$32.9M Buy
408,450
+6,753
+2% +$527K 0.05% 404
2016
Q4 		$30.5M Buy
401,697
+168,465
+72% +$12.9M 0.05% 415
2016
Q3 		$18.9M Sell
233,232
-12,876
-5% -$975K 0.03% 556
2016
Q2 		$16.1M Sell
246,108
-11,700
-5% -$784K 0.03% 574
2016
Q1 		$16.8M Buy
257,808
+4,424
+2% +$280K 0.03% 571
2015
Q4 		$17.6M Buy
253,384
+20,548
+9% +$1.4M 0.03% 557
2015
Q3 		$16.2M Buy
232,836
+23,038
+11% +$1.72M 0.03% 556
2015
Q2 		$15.2M Buy
209,798
+30,256
+17% +$2.07M 0.03% 600
2015
Q1 		$12M Buy
179,542
+28,778
+19% +$1.81M 0.02% 614
2014
Q4 		$9M Buy
150,764
+16,199
+12% +$924K 0.02% 635
2014
Q3 		$7.51M Buy
134,565
+11,790
+10% +$659K 0.02% 644
2014
Q2 		$6.54M Buy
+122,775
New +$6.2M 0.01% 628

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

Sumitomo Mitsui Trust Group's IQV Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its IQVIA (IQV) stake by 8.3% in Q1 2026, buying an estimated $18.3M and bringing the position to 1,225,851 shares worth $209M. The position accounts for 0.14% of the portfolio, ranked #142.

Sumitomo Mitsui Trust Group first reported a position in IQV in Q2 2014 and has held it in 48 quarters since. The position peaked at $319M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,225,851 shares of IQVIA worth $209M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 93,779 IQVIA shares in Q1 2026, an estimated $18.3M.
  • IQVIA made up 0.14% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #142 holding.
  • Sumitomo Mitsui Trust Group first reported a position in IQVIA in Q2 2014 and has held it in 48 quarters since.
  • Sumitomo Mitsui Trust Group's IQVIA position peaked at $319M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.