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Ameritas Advisory Services’s IQVIA IQV Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-121
Closed -$23K – 1529
2025
Q3 		$23K Sell
121
-13
-10% -$2.36K ﹤0.01% 1389
2025
Q2 		$21.1K Buy
+134
New +$20.2K ﹤0.01% 1714
2023
Q2 		– Sell
-62
Closed -$12.6K – 1549
2023
Q1 		$12.6K Buy
+62
New +$13.3K ﹤0.01% 1817

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameritas Advisory Services's IQV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of IQVIA (IQV) in Q4 2025, closing a stake of 121 shares — an estimated $23K sold.

Ameritas Advisory Services first reported a position in IQV in Q1 2023 and held it in 3 quarters. The position peaked at $23K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Ameritas Advisory Services reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 121 IQVIA shares in Q4 2025, an estimated $23K.
  • Ameritas Advisory Services first reported a position in IQVIA in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's IQVIA position peaked at $23K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.