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Avior Wealth Management’s IQVIA IQV Stock Holding History

Avior 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
Q1 		– Sell
-36
Closed -$7.07K – 1526
2024
Q4 		$7.07K Sell
36
-125
-78% -$26.4K ﹤0.01% 1741
2024
Q3 		$38.2K Buy
161
+87
+118% +$20.5K ﹤0.01% 1211
2024
Q2 		$15.6K Sell
74
-192
-72% -$43.6K ﹤0.01% 1397
2024
Q1 		$67.3K Buy
266
+227
+582% +$53K ﹤0.01% 1116
2023
Q4 		$9.02K Hold
39
– – ﹤0.01% 1011
2023
Q3 		$7.67K Buy
39
+33
+550% +$7.17K ﹤0.01% 1081
2023
Q2 		$1.35K Hold
6
– – ﹤0.01% 1391
2023
Q1 		$1.19K Buy
+6
New +$1.28K ﹤0.01% 1446

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

Avior Wealth Management's IQV Position: Q1 2025 in Review

Avior Wealth Management sold out of IQVIA (IQV) in Q1 2025, closing a stake of 36 shares — an estimated $7.07K sold.

Avior Wealth Management first reported a position in IQV in Q1 2023 and held it in 8 quarters. The position peaked at $67.3K in Q1 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Avior Wealth Management reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 36 IQVIA shares in Q1 2025, an estimated $7.07K.
  • Avior Wealth Management first reported a position in IQVIA in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's IQVIA position peaked at $67.3K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.