WTC
IQV icon

WhitTier Trust Company’s IQVIA IQV Stock Holding History

WhitTier Trust Company’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 		$204K Sell
979
-1,790
-65% -$312K ﹤0.01% 515
2026
Q1 		$473K Sell
2,769
-450
-14% -$87.8K 0.01% 386
2025
Q4 		$774K Sell
3,219
-2,265
-41% -$493K 0.02% 315
2025
Q3 		$1.13M Sell
5,484
-49,196
-90% -$8.95M 0.02% 282
2025
Q2 		$8.62M Buy
54,680
+1,076
+2% +$162K 0.2% 103
2025
Q1 		$9.45M Buy
53,604
+1,990
+4% +$386K 0.24% 92
2024
Q4 		$10.1M Buy
51,614
+2,432
+5% +$513K 0.25% 88
2024
Q3 		$11.7M Buy
49,182
+1,026
+2% +$242K 0.3% 78
2024
Q2 		$10.2M Buy
48,156
+702
+1% +$159K 0.28% 78
2024
Q1 		$12M Buy
47,454
+13,124
+38% +$3.06M 0.34% 72
2023
Q4 		$7.94M Buy
34,330
+127
+0.4% +$26.1K 0.25% 94
2023
Q3 		$6.73M Buy
34,203
+58
+0.2% +$12.6K 0.24% 96
2023
Q2 		$7.67M Buy
34,145
+34
+0.1% +$6.83K 0.26% 89
2023
Q1 		$6.78M Buy
34,111
+1,158
+4% +$248K 0.25% 94
2022
Q4 		$6.75M Buy
32,953
+473
+1% +$95.9K 0.27% 89
2022
Q3 		$5.88M Buy
32,480
+1,606
+5% +$352K 0.25% 97
2022
Q2 		$6.7M Buy
30,874
+2,217
+8% +$481K 0.28% 87
2022
Q1 		$6.63M Buy
28,657
+3,515
+14% +$832K 0.24% 101
2021
Q4 		$7.09M Buy
25,142
+1,895
+8% +$492K 0.26% 91
2021
Q3 		$5.57M Buy
23,247
+1,104
+5% +$279K 0.23% 108
2021
Q2 		$5.37M Sell
22,143
-306
-1% -$70.7K 0.22% 105
2021
Q1 		$4.33M Buy
22,449
+1,458
+7% +$274K 0.19% 114
2020
Q4 		$3.76M Buy
20,991
+853
+4% +$144K 0.19% 119
2020
Q3 		$3.17M Buy
20,138
+327
+2% +$51.2K 0.18% 117
2020
Q2 		$2.81M Buy
19,811
+1,485
+8% +$201K 0.18% 120
2020
Q1 		$1.98M Buy
18,326
+2,129
+13% +$304K 0.15% 134
2019
Q4 		$2.5M Buy
16,197
+1,525
+10% +$223K 0.16% 128
2019
Q3 		$2.19M Buy
14,672
+2,697
+23% +$420K 0.15% 130
2019
Q2 		$1.93M Buy
11,975
+721
+6% +$101K 0.14% 142
2019
Q1 		$1.62M Buy
11,254
+2,570
+30% +$343K 0.12% 154
2018
Q4 		$1.01M Buy
8,684
+529
+6% +$64.1K 0.08% 182
2018
Q3 		$1.06M Buy
+8,155
New +$979K 0.08% 185

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WhitTier Trust Company's IQV Position: Q2 2026 in Review

WhitTier Trust Company reduced its IQVIA (IQV) stake by 65% in Q2 2026, selling an estimated $312K and leaving 979 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

WhitTier Trust Company first reported a position in IQV in Q3 2018 and has held it in 32 quarters since. The position peaked at $12M in Q1 2024. 428 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • WhitTier Trust Company held 979 shares of IQVIA worth $204K as of Q2 2026.
  • WhitTier Trust Company sold 1,790 IQVIA shares in Q2 2026, an estimated $312K.
  • IQVIA made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #515 holding.
  • WhitTier Trust Company first reported a position in IQVIA in Q3 2018 and has held it in 32 quarters since.
  • WhitTier Trust Company's IQVIA position peaked at $12M in Q1 2024.
  • 428 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.