AWS
IQV icon

Atria Wealth Solutions’s IQVIA IQV Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-1,812
Closed -$319K – 1693
2025
Q1 		$319K Buy
1,812
+96
+6% +$18.6K ﹤0.01% 1437
2024
Q4 		$337K Sell
1,716
-831
-33% -$175K ﹤0.01% 1474
2024
Q3 		$604K Sell
2,547
-876
-26% -$207K 0.01% 1144
2024
Q2 		$724K Sell
3,423
-1,982
-37% -$450K 0.01% 1045
2024
Q1 		$1.37M Buy
5,405
+175
+3% +$40.9K 0.02% 774
2023
Q4 		$1.21M Sell
5,230
-168
-3% -$34.5K 0.02% 786
2023
Q3 		$1.06M Buy
5,398
+100
+2% +$21.7K 0.01% 783
2023
Q2 		$1.19M Buy
5,298
+1,878
+55% +$377K 0.02% 766
2023
Q1 		$680K Sell
3,420
-210
-6% -$44.9K 0.01% 976
2022
Q4 		$744K Buy
3,630
+54
+2% +$11K 0.01% 893
2022
Q3 		$648K Sell
3,576
-26
-0.7% -$5.7K 0.01% 896
2022
Q2 		$782K Buy
3,602
+1,444
+67% +$314K 0.01% 806
2022
Q1 		$499K Buy
+2,158
New +$511K 0.01% 1070

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's IQV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,812 shares — an estimated $319K sold.

Atria Wealth Solutions first reported a position in IQV in Q1 2022 and held it in 13 quarters. The position peaked at $1.37M in Q1 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,812 IQVIA shares in Q2 2025, an estimated $319K.
  • Atria Wealth Solutions first reported a position in IQVIA in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's IQVIA position peaked at $1.37M in Q1 2024.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.