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UMB Bank’s IQVIA IQV Stock Holding History

UMB Bank’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 		$283K Buy
1,463
+32
+2% +$5.58K ﹤0.01% 632
2026
Q1 		$244K Buy
1,431
+593
+71% +$116K ﹤0.01% 638
2025
Q4 		$189K Buy
838
+89
+12% +$19.4K ﹤0.01% 697
2025
Q3 		$142K Buy
749
+74
+11% +$13.5K ﹤0.01% 735
2025
Q2 		$106K Buy
675
+406
+151% +$61.1K ﹤0.01% 803
2025
Q1 		$47.4K Sell
269
-132
-33% -$25.6K ﹤0.01% 1078
2024
Q4 		$78.8K Buy
401
+169
+73% +$35.6K ﹤0.01% 765
2024
Q3 		$55K Buy
232
+99
+74% +$23.4K ﹤0.01% 846
2024
Q2 		$28.1K Buy
133
+25
+23% +$5.68K ﹤0.01% 962
2024
Q1 		$27.3K Buy
108
+6
+6% +$1.4K ﹤0.01% 977
2023
Q4 		$23.6K Buy
102
+4
+4% +$821 ﹤0.01% 1015
2023
Q3 		$19.3K Hold
98
– – ﹤0.01% 1089
2023
Q2 		$22K Hold
98
– – ﹤0.01% 1071
2023
Q1 		$19.5K Hold
98
– – ﹤0.01% 1094
2022
Q4 		$20K Hold
98
– – ﹤0.01% 1106
2022
Q3 		$18K Buy
98
+6
+7% +$1.31K ﹤0.01% 1139
2022
Q2 		$20K Sell
92
-2
-2% -$434 ﹤0.01% 1179
2022
Q1 		$22K Buy
94
+2
+2% +$474 ﹤0.01% 1215
2021
Q4 		$26K Buy
+92
New +$23.9K ﹤0.01% 1184

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

UMB Bank's IQV Position: Q2 2026 in Review

UMB Bank increased its IQVIA (IQV) stake by 2.2% in Q2 2026, buying an estimated $5.58K and bringing the position to 1,463 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

UMB Bank first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • UMB Bank held 1,463 shares of IQVIA worth $283K as of Q2 2026.
  • UMB Bank bought 32 IQVIA shares in Q2 2026, an estimated $5.58K.
  • IQVIA made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #632 holding.
  • UMB Bank first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.