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Bank of Marin’s IQVIA IQV Stock Holding History

Bank of Marin’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
-1,641
Closed -$289K – 132
2025
Q1 		$289K Sell
1,641
-382
-19% -$74.1K 0.37% 76
2024
Q4 		$398K Sell
2,023
-43
-2% -$9.07K 0.31% 90
2024
Q3 		$490K Buy
2,066
+6
+0.3% +$1.42K 0.39% 79
2024
Q2 		$436K Sell
2,060
-12
-0.6% -$2.73K 0.37% 85
2024
Q1 		$524K Sell
2,072
-802
-28% -$187K 0.46% 74
2023
Q4 		$665K Sell
2,874
-406
-12% -$83.4K 0.6% 55
2023
Q3 		$645K Sell
3,280
-208
-6% -$45.2K 0.63% 53
2023
Q2 		$784K Buy
3,488
+11
+0.3% +$2.21K 0.73% 45
2023
Q1 		$692K Sell
3,477
-185
-5% -$39.5K 0.66% 56
2022
Q4 		$750K Sell
3,662
-846
-19% -$172K 0.7% 53
2022
Q3 		$817K Sell
4,508
-108
-2% -$23.7K 0.8% 44
2022
Q2 		$1M Buy
4,616
+1,232
+36% +$268K 0.88% 38
2022
Q1 		$782K Hold
3,384
– – 0.57% 63
2021
Q4 		$955K Buy
3,384
+65
+2% +$16.9K 0.64% 56
2021
Q3 		$795K Hold
3,319
– – 0.58% 63
2021
Q2 		$804K Sell
3,319
-1,041
-24% -$240K 0.59% 62
2021
Q1 		$842K Buy
4,360
+60
+1% +$11.3K 0.67% 54
2020
Q4 		$770K Buy
4,300
+120
+3% +$20.2K 0.65% 53
2020
Q3 		$659K Sell
4,180
-1,758
-30% -$276K 0.68% 50
2020
Q2 		$842K Hold
5,938
– – 0.96% 31
2020
Q1 		$640K Buy
5,938
+664
+13% +$94.9K 0.87% 38
2019
Q4 		$815K Buy
+5,274
New +$770K 0.82% 37

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Marin's IQV Position: Q2 2025 in Review

Bank of Marin sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,641 shares — an estimated $289K sold.

Bank of Marin first reported a position in IQV in Q4 2019 and held it in 22 quarters. The position peaked at $1M in Q2 2022. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Bank of Marin reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Bank of Marin sold 1,641 IQVIA shares in Q2 2025, an estimated $289K.
  • Bank of Marin first reported a position in IQVIA in Q4 2019 and held it in 22 quarters.
  • Bank of Marin's IQVIA position peaked at $1M in Q2 2022.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Bank of Marin's 13F filing for Q2 2025, filed 14 Aug 2025.