Blue Bell Private Wealth Management’s IQVIA IQV Stock Holding History

Blue Bell Private 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	-27	Closed	-$5.31K	–	737
2024 Q4	$5.31K	Buy	27 +5	+23%	+$1.05K	﹤0.01%	546
2024 Q3	$5.21K	Hold	22	–	–	﹤0.01%	570
2024 Q2	$4.65K	Hold	22	–	–	﹤0.01%	580
2024 Q1	$5.56K	Hold	22	–	–	﹤0.01%	565
2023 Q4	$5.09K	Hold	22	–	–	﹤0.01%	565
2023 Q3	$4.33K	Hold	22	–	–	﹤0.01%	513
2023 Q2	$4.95K	Hold	22	–	–	﹤0.01%	505
2023 Q1	$4.38K	Hold	22	–	–	﹤0.01%	481
2022 Q4	$4.51K	Hold	22	–	–	﹤0.01%	477
2022 Q3	$4K	Hold	22	–	–	﹤0.01%	507
2022 Q2	$5K	Hold	22	–	–	﹤0.01%	508
2022 Q1	$5K	Hold	22	–	–	﹤0.01%	550
2021 Q4	$6K	Buy	+22	New	+$5.71K	﹤0.01%	497

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Bell Private Wealth Management's IQV Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of IQVIA (IQV) in Q1 2025, closing a stake of 27 shares — an estimated $5.31K sold.

Blue Bell Private Wealth Management first reported a position in IQV in Q4 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 993 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 27 IQVIA shares in Q1 2025, an estimated $5.31K.
Blue Bell Private Wealth Management first reported a position in IQVIA in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's IQVIA position peaked at $6K in Q4 2021.
993 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.