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Summit Trail Advisors’s IQVIA IQV Stock Holding History

Summit Trail 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 		$2.78M Buy
14,384
+518
+4% +$90.3K 0.04% 401
2026
Q1 		$2.36M Buy
13,866
+6,766
+95% +$1.32M 0.03% 423
2025
Q4 		$1.6M Sell
7,100
-1,221
-15% -$266K 0.03% 545
2025
Q3 		$1.58M Buy
8,321
+4,586
+123% +$834K 0.02% 574
2025
Q2 		$589K Buy
3,735
+1,366
+58% +$206K 0.01% 667
2025
Q1 		$418K Buy
2,369
+514
+28% +$99.7K 0.01% 270
2024
Q4 		$365K Buy
1,855
+587
+46% +$124K 0.01% 266
2024
Q3 		$300K Sell
1,268
-231
-15% -$54.5K 0.01% 545
2024
Q2 		$317K Sell
1,499
-39
-3% -$8.86K 0.01% 474
2024
Q1 		$389K Buy
1,538
+469
+44% +$109K 0.01% 396
2023
Q4 		$247K Sell
1,069
-46
-4% -$9.45K 0.01% 442
2023
Q3 		$219K Buy
+1,115
New +$242K 0.01% 478
2022
Q3 		– Sell
-1,011
Closed -$219K – 395
2022
Q2 		$219K Sell
1,011
-1,400
-58% -$304K 0.01% 339
2022
Q1 		$557K Sell
2,411
-20
-0.8% -$4.74K 0.05% 151
2021
Q4 		$686K Buy
+2,431
New +$631K 0.04% 151
2018
Q1 		– Sell
-457
Closed -$47K – 1045
2017
Q4 		$47K Buy
+457
New +$46.5K 0.01% 832

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

Summit Trail Advisors's IQV Position: Q2 2026 in Review

Summit Trail Advisors increased its IQVIA (IQV) stake by 3.7% in Q2 2026, buying an estimated $90.3K and bringing the position to 14,384 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #401.

Summit Trail Advisors first reported a position in IQV in Q4 2017 and has held it in 16 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Summit Trail Advisors held 14,384 shares of IQVIA worth $2.78M as of Q2 2026.
  • Summit Trail Advisors bought 518 IQVIA shares in Q2 2026, an estimated $90.3K.
  • IQVIA made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #401 holding.
  • Summit Trail Advisors first reported a position in IQVIA in Q4 2017 and has held it in 16 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.