AWM
IQV icon

AllSquare Wealth Management’s IQVIA IQV Stock Holding History

AllSquare 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 		$68.8K Buy
362
+50
+16% +$9.09K 0.04% 203
2025
Q2 		$49.2K Buy
312
+127
+69% +$19.1K 0.03% 227
2025
Q1 		$32.6K Buy
+185
New +$35.9K 0.02% 258
2024
Q4 		– Sell
-249
Closed -$59K – 546
2024
Q3 		$59K Hold
249
– – 0.03% 197
2024
Q2 		$52.6K Buy
249
+68
+38% +$15.4K 0.03% 200
2024
Q1 		$45.8K Hold
181
– – 0.03% 222
2023
Q4 		$41.9K Hold
181
– – 0.03% 226
2023
Q3 		$35.6K Hold
181
– – 0.02% 240
2023
Q2 		$36K Hold
181
– – 0.02% 244
2023
Q1 		$36K Buy
+181
New +$38.7K 0.02% 247

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

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

AllSquare Wealth Management increased its IQVIA (IQV) stake by 16% in Q3 2025, buying an estimated $9.09K and bringing the position to 362 shares worth $68.8K. The position accounts for 0.04% of the portfolio, ranked #203.

AllSquare Wealth Management first reported a position in IQV in Q1 2023 and has held it in 10 quarters since. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • AllSquare Wealth Management held 362 shares of IQVIA worth $68.8K as of Q3 2025.
  • AllSquare Wealth Management bought 50 IQVIA shares in Q3 2025, an estimated $9.09K.
  • IQVIA made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #203 holding.
  • AllSquare Wealth Management first reported a position in IQVIA in Q1 2023 and has held it in 10 quarters since.
  • 1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.