Whittier Trust’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Sell |
8,809
-1,253
| -12% | -$218K | 0.02% | 312 |
|
|
2026
Q1 | $1.72M | Sell |
10,062
-6,721
| -40% | -$1.31M | 0.02% | 288 |
|
|
2025
Q4 | $4.04M | Sell |
16,783
-20,162
| -55% | -$4.39M | 0.04% | 208 |
|
|
2025
Q3 | $7.63M | Sell |
36,945
-94,414
| -72% | -$17.2M | 0.09% | 164 |
|
|
2025
Q2 | $20.7M | Buy |
131,359
+9,416
| +8% | +$1.42M | 0.25% | 79 |
|
|
2025
Q1 | $21.5M | Buy |
121,943
+2,866
| +2% | +$556K | 0.3% | 74 |
|
|
2024
Q4 | $23.4M | Sell |
119,077
-597
| -0.5% | -$126K | 0.31% | 70 |
|
|
2024
Q3 | $28.4M | Buy |
119,674
+2,883
| +2% | +$681K | 0.38% | 62 |
|
|
2024
Q2 | $24.7M | Buy |
116,791
+3,354
| +3% | +$762K | 0.35% | 63 |
|
|
2024
Q1 | $28.7M | Buy |
113,437
+28,688
| +34% | +$6.7M | 0.42% | 56 |
|
|
2023
Q4 | $19.6M | Buy |
84,749
+964
| +1% | +$198K | 0.32% | 77 |
|
|
2023
Q3 | $16.5M | Buy |
83,785
+2,104
| +3% | +$457K | 0.29% | 80 |
|
|
2023
Q2 | $18.4M | Sell |
81,681
-1,583
| -2% | -$318K | 0.32% | 77 |
|
|
2023
Q1 | $16.6M | Buy |
83,264
+2,446
| +3% | +$523K | 0.3% | 78 |
|
|
2022
Q4 | $16.6M | Buy |
80,818
+274
| +0.3% | +$55.6K | 0.32% | 73 |
|
|
2022
Q3 | $14.6M | Buy |
80,544
+2,434
| +3% | +$533K | 0.31% | 80 |
|
|
2022
Q2 | $16.9M | Buy |
78,110
+111
| +0.1% | +$24.1K | 0.34% | 71 |
|
|
2022
Q1 | $18M | Buy |
77,999
+926
| +1% | +$219K | 0.3% | 81 |
|
|
2021
Q4 | $21.7M | Buy |
77,073
+1,691
| +2% | +$439K | 0.35% | 76 |
|
|
2021
Q3 | $18.1M | Buy |
75,382
+326
| +0.4% | +$82.3K | 0.33% | 84 |
|
|
2021
Q2 | $18.2M | Buy |
75,056
+2,519
| +3% | +$582K | 0.32% | 77 |
|
|
2021
Q1 | $14M | Buy |
72,537
+3,363
| +5% | +$631K | 0.27% | 93 |
|
|
2020
Q4 | $12.4M | Buy |
69,174
+3,908
| +6% | +$659K | 0.26% | 93 |
|
|
2020
Q3 | $10.3M | Buy |
65,266
+1,010
| +2% | +$158K | 0.24% | 98 |
|
|
2020
Q2 | $9.12M | Buy |
64,256
+9,525
| +17% | +$1.29M | 0.25% | 101 |
|
|
2020
Q1 | $5.9M | Buy |
54,731
+378
| +0.7% | +$54K | 0.19% | 122 |
|
|
2019
Q4 | $8.4M | Buy |
54,353
+2,353
| +5% | +$344K | 0.22% | 115 |
|
|
2019
Q3 | $7.77M | Buy |
52,000
+7,949
| +18% | +$1.24M | 0.22% | 114 |
|
|
2019
Q2 | $7.09M | Buy |
44,051
+3,494
| +9% | +$490K | 0.21% | 118 |
|
|
2019
Q1 | $5.83M | Buy |
40,557
+8,511
| +27% | +$1.13M | 0.18% | 126 |
|
|
2018
Q4 | $3.72M | Buy |
32,046
+1,016
| +3% | +$123K | 0.13% | 155 |
|
|
2018
Q3 | $4.03M | Buy |
+31,030
| New | +$3.73M | 0.13% | 160 |
|
Other funds holding IQV
Whittier Trust's IQV Position: Q2 2026 in Review
Whittier Trust reduced its IQVIA (IQV) stake by 12% in Q2 2026, selling an estimated $218K and leaving 8,809 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #312.
Whittier Trust first reported a position in IQV in Q3 2018 and has held it in 32 quarters since. The position peaked at $28.7M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Whittier Trust held 8,809 shares of IQVIA worth $1.81M as of Q2 2026.
- Whittier Trust sold 1,253 IQVIA shares in Q2 2026, an estimated $218K.
- IQVIA made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #312 holding.
- Whittier Trust first reported a position in IQVIA in Q3 2018 and has held it in 32 quarters since.
- Whittier Trust's IQVIA position peaked at $28.7M in Q1 2024.
- 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.