Advisory Alpha’s IQVIA IQV Stock Holding History

Advisory Alpha’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	–	Sell	-1,503	Closed	-$237K	–	533
2025 Q2	$237K	Sell	1,503 -1,624	-52%	-$244K	0.01%	429
2025 Q1	$551K	Sell	3,127 -62	-2%	-$12K	0.02%	233
2024 Q4	$627K	Buy	3,189 +492	+18%	+$104K	0.02%	201
2024 Q3	$639K	Buy	2,697 +560	+26%	+$132K	0.02%	199
2024 Q2	$452K	Buy	2,137 +656	+44%	+$149K	0.02%	226
2024 Q1	$375K	Buy	+1,481	New	+$346K	0.02%	252
2019 Q4	–	Sell	-9	Closed	-$1.31K	–	842
2019 Q3	$1.31K	Buy	+9	New	+$1.4K	﹤0.01%	704
2019 Q2	–	Sell	-3	Closed	-$399	–	369
2019 Q1	$399	Buy	+3	New	+$400	﹤0.01%	688

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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 $61.3B AUM 26.25% 1-Year Est. Return