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1858 Wealth Management’s IQVIA IQV Stock Holding History

1858 Wealth Management’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
2025
Q3 		$278K Buy
+1,463
New +$266K 0.2% 82
2024
Q4 		– Sell
-960
Closed -$227K – 128
2024
Q3 		$227K Hold
960
– – 0.19% 108
2024
Q2 		$203K Buy
+960
New +$218K 0.17% 116

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

1858 Wealth Management's IQV Position: Q3 2025 in Review

1858 Wealth Management opened a new position in IQVIA (IQV) in Q3 2025: 1,463 shares worth $278K. The stake represents 0.2% of the portfolio and ranks #82 among its holdings. This is a return to the name: 1858 Wealth Management previously reported a position in IQV as recently as Q3 2024.

1858 Wealth Management first reported a position in IQV in Q2 2024 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • 1858 Wealth Management held 1,463 shares of IQVIA worth $278K as of Q3 2025.
  • IQVIA was a new 1858 Wealth Management position in Q3 2025.
  • IQVIA made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #82 holding.
  • 1858 Wealth Management first reported a position in IQVIA in Q2 2024 and has held it in 3 quarters since.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.