Atticus Wealth Management’s IQVIA IQV Stock Holding History

Atticus 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	–	Sell	-333	Closed	-$52.5K	–	408
2025 Q2	$52.5K	Buy	+333	New	+$50.1K	0.01%	312

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Atticus Wealth Management sold out of IQVIA (IQV) in Q3 2025, closing a stake of 333 shares — an estimated $52.5K sold.

Atticus Wealth Management first reported a position in IQV in Q2 2025 and held it in 1 quarter. The position peaked at $52.5K in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

Atticus Wealth Management reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 333 IQVIA shares in Q3 2025, an estimated $52.5K.
Atticus Wealth Management first reported a position in IQVIA in Q2 2025 and held it in 1 quarter.
Atticus Wealth Management's IQVIA position peaked at $52.5K in Q2 2025.
1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.