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Berry Wealth Group’s IQVIA IQV Stock Holding History

Berry Wealth Group’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
-1,814
Closed -$286K – 67
2025
Q2 		$286K Buy
1,814
+50
+3% +$7.53K 0.2% 72
2025
Q1 		$311K Buy
1,764
+400
+29% +$77.6K 0.24% 60
2024
Q4 		$268K Sell
1,364
-454
-25% -$95.7K 0.19% 69
2024
Q3 		$431K Sell
1,818
-7
-0.4% -$1.65K 0.31% 44
2024
Q2 		$386K Buy
1,825
+150
+9% +$34.1K 0.31% 44
2024
Q1 		$424K Sell
1,675
-622
-27% -$145K 0.35% 38
2023
Q4 		$531K Buy
+2,297
New +$472K 0.49% 34

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Berry Wealth Group's IQV Position: Q3 2025 in Review

Berry Wealth Group sold out of IQVIA (IQV) in Q3 2025, closing a stake of 1,814 shares — an estimated $286K sold.

Berry Wealth Group first reported a position in IQV in Q4 2023 and held it in 7 quarters. The position peaked at $531K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Berry Wealth Group reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,814 IQVIA shares in Q3 2025, an estimated $286K.
  • Berry Wealth Group first reported a position in IQVIA in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's IQVIA position peaked at $531K in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.