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Washington Trust Advisors’s IQVIA IQV Stock Holding History

Washington Trust 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 		$23.4M Sell
120,941
-7,828
-6% -$1.37M 1.73% 13
2026
Q1 		$22M Sell
128,769
-3,005
-2% -$586K 1.78% 15
2025
Q4 		$29.7M Sell
131,774
-1,880
-1% -$409K 2.27% 13
2025
Q3 		$25.4M Sell
133,654
-2,897
-2% -$527K 1.93% 15
2025
Q2 		$21.5M Buy
136,551
+107
+0.1% +$16.1K 1.75% 17
2025
Q1 		$24.1M Buy
136,444
+35
+0% +$6.79K 2.14% 13
2024
Q4 		$26.8M Sell
136,409
-3,999
-3% -$843K 2.24% 13
2024
Q3 		$33.3M Buy
140,408
+114
+0.1% +$26.9K 2.87% 9
2024
Q2 		$29.7M Sell
140,294
-3,029
-2% -$688K 2.73% 11
2024
Q1 		$36.2M Sell
143,323
-3,052
-2% -$713K 3.32% 8
2023
Q4 		$33.9M Sell
146,375
-1,279
-0.9% -$263K 3.24% 7
2023
Q3 		$29.1M Sell
147,654
-1,591
-1% -$345K 2.98% 7
2023
Q2 		$33.5M Sell
149,245
-950
-0.6% -$191K 3.25% 5
2023
Q1 		$29.9M Sell
150,195
-711
-0.5% -$152K 3.04% 6
2022
Q4 		$30.9M Sell
150,906
-5,397
-3% -$1.09M 3.38% 5
2022
Q3 		$28.3M Sell
156,303
-1,481
-0.9% -$324K 2.65% 9
2022
Q2 		$34.2M Buy
157,784
+1,154
+0.7% +$251K 3.02% 5
2022
Q1 		$36.2M Buy
156,630
+546
+0.3% +$129K 2.57% 9
2021
Q4 		$44M Buy
+156,084
New +$40.5M 2.98% 4

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

Washington Trust Advisors's IQV Position: Q2 2026 in Review

Washington Trust Advisors reduced its IQVIA (IQV) stake by 6.1% in Q2 2026, selling an estimated $1.37M and leaving 120,941 shares worth $23.4M. The position accounts for 1.73% of the portfolio, ranked #13.

Washington Trust Advisors first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $44M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Washington Trust Advisors held 120,941 shares of IQVIA worth $23.4M as of Q2 2026.
  • Washington Trust Advisors sold 7,828 IQVIA shares in Q2 2026, an estimated $1.37M.
  • IQVIA made up 1.73% of Washington Trust Advisors's portfolio in Q2 2026, its #13 holding.
  • Washington Trust Advisors first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's IQVIA position peaked at $44M in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.