CT
IQV icon

Caldwell Trust’s IQVIA IQV Stock Holding History

Caldwell Trust’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
-102
Closed -$19.4K – 769
2025
Q3 		$19.4K Hold
102
– – ﹤0.01% 576
2025
Q2 		$16.1K Hold
102
– – ﹤0.01% 585
2025
Q1 		$18K Hold
102
– – ﹤0.01% 573
2024
Q4 		$20K Hold
102
– – ﹤0.01% 549
2024
Q3 		$24.2K Hold
102
– – ﹤0.01% 537
2024
Q2 		$21.6K Hold
102
– – ﹤0.01% 532
2024
Q1 		$25.8K Hold
102
– – ﹤0.01% 528
2023
Q4 		$23.6K Hold
102
– – ﹤0.01% 531
2023
Q3 		$20.1K Hold
102
– – ﹤0.01% 541
2023
Q2 		$22.9K Hold
102
– – ﹤0.01% 539
2023
Q1 		$20.3K Hold
102
– – ﹤0.01% 547
2022
Q4 		$20.9K Buy
+102
New +$20.7K ﹤0.01% 529

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Caldwell Trust's IQV Position: Q4 2025 in Review

Caldwell Trust sold out of IQVIA (IQV) in Q4 2025, closing a stake of 102 shares — an estimated $19.4K sold.

Caldwell Trust first reported a position in IQV in Q4 2022 and held it in 12 quarters. The position peaked at $25.8K in Q1 2024. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Caldwell Trust reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 102 IQVIA shares in Q4 2025, an estimated $19.4K.
  • Caldwell Trust first reported a position in IQVIA in Q4 2022 and held it in 12 quarters.
  • Caldwell Trust's IQVIA position peaked at $25.8K in Q1 2024.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.