Avalon Trust’s IQVIA IQV Stock Holding History

Avalon Trust’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	-72	Closed	-$12.7K	–	430
2025 Q1	$12.7K	Buy	+72	New	+$14K	﹤0.01%	357

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Trust's IQV Position: Q2 2025 in Review

Avalon Trust sold out of IQVIA (IQV) in Q2 2025, closing a stake of 72 shares — an estimated $12.7K sold.

Avalon Trust first reported a position in IQV in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

Avalon Trust reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
Avalon Trust sold 72 IQVIA shares in Q2 2025, an estimated $12.7K.
Avalon Trust first reported a position in IQVIA in Q1 2025 and held it in 1 quarter.
Avalon Trust's IQVIA position peaked at $12.7K in Q1 2025.
978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.