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Bleakley Financial Group’s IQVIA IQV Stock Holding History

Bleakley Financial 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
Q4 		– Sell
-12,551
Closed -$2.38M – 694
2025
Q3 		$2.38M Buy
+12,551
New +$2.28M 0.06% 267
2025
Q1 		– Sell
-7,881
Closed -$1.55M – 738
2024
Q4 		$1.55M Buy
7,881
+2,281
+41% +$481K 0.05% 307
2024
Q3 		$1.33M Sell
5,600
-34,565
-86% -$8.16M 0.04% 338
2024
Q2 		$8.49M Sell
40,165
-46
-0.1% -$10.4K 0.25% 75
2024
Q1 		$10.2M Sell
40,211
-8,375
-17% -$1.96M 0.29% 64
2023
Q4 		$11.2M Sell
48,586
-8,821
-15% -$1.81M 0.36% 52
2023
Q3 		$11.3M Buy
57,407
+1,606
+3% +$349K 0.4% 49
2023
Q2 		$12.5M Buy
55,801
+1,271
+2% +$255K 0.39% 51
2023
Q1 		$10.8M Buy
54,530
+21,944
+67% +$4.69M 0.36% 54
2022
Q4 		$6.68M Buy
+32,586
New +$6.61M 0.24% 86

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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bleakley Financial Group's IQV Position: Q4 2025 in Review

Bleakley Financial Group sold out of IQVIA (IQV) in Q4 2025, closing a stake of 12,551 shares — an estimated $2.38M sold.

Bleakley Financial Group first reported a position in IQV in Q4 2022 and held it in 10 quarters. The position peaked at $12.5M in Q2 2023. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Bleakley Financial Group reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 12,551 IQVIA shares in Q4 2025, an estimated $2.38M.
  • Bleakley Financial Group first reported a position in IQVIA in Q4 2022 and held it in 10 quarters.
  • Bleakley Financial Group's IQVIA position peaked at $12.5M in Q2 2023.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.