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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
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 $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

Summit Trail Advisors's IQV Position: Q1 2026 in Review

Summit Trail Advisors increased its IQVIA (IQV) stake by 95% in Q1 2026, buying an estimated $1.32M and bringing the position to 13,866 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #423.

Summit Trail Advisors first reported a position in IQV in Q4 2017 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Summit Trail Advisors held 13,866 shares of IQVIA worth $2.36M as of Q1 2026.
  • Summit Trail Advisors bought 6,766 IQVIA shares in Q1 2026, an estimated $1.32M.
  • IQVIA made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #423 holding.
  • Summit Trail Advisors first reported a position in IQVIA in Q4 2017 and has held it in 15 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.