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Appleton Partners’s IQVIA IQV Stock Holding History

Appleton Partners’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
Q1 		– Sell
-1,536
Closed -$302K – 251
2024
Q4 		$302K Sell
1,536
-30,655
-95% -$6.46M 0.02% 217
2024
Q3 		$7.63M Buy
32,191
+588
+2% +$139K 0.56% 63
2024
Q2 		$6.68M Buy
31,603
+1,854
+6% +$421K 0.51% 64
2024
Q1 		$7.52M Buy
29,749
+5,568
+23% +$1.3M 0.58% 56
2023
Q4 		$5.59M Buy
24,181
+2,640
+12% +$542K 0.45% 68
2023
Q3 		$4.24M Buy
21,541
+3,528
+20% +$766K 0.38% 76
2023
Q2 		$4.05M Buy
18,013
+1,439
+9% +$289K 0.34% 77
2023
Q1 		$3.3M Buy
16,574
+538
+3% +$115K 0.29% 84
2022
Q4 		$3.29M Buy
16,036
+103
+0.6% +$20.9K 0.31% 79
2022
Q3 		$2.89M Sell
15,933
-987
-6% -$216K 0.29% 85
2022
Q2 		$3.67M Sell
16,920
-168
-1% -$36.5K 0.35% 80
2022
Q1 		$3.95M Sell
17,088
-418
-2% -$99K 0.32% 83
2021
Q4 		$4.94M Sell
17,506
-30
-0.2% -$7.79K 0.37% 75
2021
Q3 		$4.2M Buy
17,536
+213
+1% +$53.8K 0.35% 75
2021
Q2 		$4.2M Sell
17,323
-130
-0.7% -$30K 0.36% 80
2021
Q1 		$3.37M Buy
17,453
+841
+5% +$158K 0.31% 81
2020
Q4 		$2.98M Buy
16,612
+410
+3% +$69.1K 0.29% 81
2020
Q3 		$2.55M Buy
16,202
+355
+2% +$55.6K 0.28% 82
2020
Q2 		$2.25M Buy
15,847
+684
+5% +$92.7K 0.27% 89
2020
Q1 		$1.64M Buy
15,163
+1,254
+9% +$179K 0.23% 100
2019
Q4 		$2.15M Buy
13,909
+705
+5% +$103K 0.24% 102
2019
Q3 		$1.97M Buy
13,204
+338
+3% +$52.6K 0.24% 105
2019
Q2 		$2.07M Buy
12,866
+1,847
+17% +$259K 0.26% 97
2019
Q1 		$1.58M Buy
11,019
+1,354
+14% +$180K 0.21% 119
2018
Q4 		$1.12M Buy
9,665
+5,855
+154% +$709K 0.17% 126
2018
Q3 		$494K Buy
+3,810
New +$458K 0.07% 189

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Appleton Partners's IQV Position: Q1 2025 in Review

Appleton Partners sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,536 shares — an estimated $302K sold.

Appleton Partners first reported a position in IQV in Q3 2018 and held it in 26 quarters. The position peaked at $7.63M in Q3 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Appleton Partners reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Appleton Partners sold 1,536 IQVIA shares in Q1 2025, an estimated $302K.
  • Appleton Partners first reported a position in IQVIA in Q3 2018 and held it in 26 quarters.
  • Appleton Partners's IQVIA position peaked at $7.63M in Q3 2024.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Appleton Partners's 13F filing for Q1 2025, filed 22 Apr 2025.