Capital Fund Management (CFM)
IQV icon

Capital Fund Management (CFM)’s IQVIA IQV Stock Holding History

Capital Fund Management (CFM)’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
-27,200
Closed -$5.17M – 2505
2025
Q3 		$5.17M Sell
27,200
-6,600
-20% -$1.2M 0.01% 1229
2025
Q2 		$5.33M Buy
+33,800
New +$5.09M 0.01% 1102
2021
Q3 		– Sell
-22,900
Closed -$5.55M – 1653
2021
Q2 		$5.55M Buy
+22,900
New +$5.29M 0.04% 527
2020
Q1 		– Sell
-3,900
Closed -$603K – 1789
2019
Q4 		$603K Sell
3,900
-1,300
-25% -$190K ﹤0.01% 1309
2019
Q3 		$777K Sell
5,200
-9,200
-64% -$1.43M 0.01% 1089
2019
Q2 		$2.32M Buy
14,400
+9,600
+200% +$1.35M 0.02% 760
2019
Q1 		$690K Sell
4,800
-21,700
-82% -$2.89M 0.01% 1147
2018
Q4 		$3.08M Sell
26,500
-34,900
-57% -$4.23M 0.03% 690
2018
Q3 		$7.97M Buy
61,400
+30,300
+97% +$3.64M 0.04% 572
2018
Q2 		$3.1M Buy
31,100
+26,100
+522% +$2.61M 0.02% 918
2018
Q1 		$491K Sell
5,000
-7,000
-58% -$708K ﹤0.01% 1463
2017
Q4 		$1.18M Buy
+12,000
New +$1.22M 0.01% 1158

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

Capital Fund Management (CFM)'s IQV Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of IQVIA (IQV) in Q3 2025, closing a stake of 14,726 shares — an estimated $2.68M sold.

Capital Fund Management (CFM) first reported a position in IQV in Q4 2014 and held it in 16 quarters. The position peaked at $30.8M in Q2 2018. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 14,726 IQVIA shares in Q3 2025, an estimated $2.68M.
  • Capital Fund Management (CFM) first reported a position in IQVIA in Q4 2014 and held it in 16 quarters.
  • Capital Fund Management (CFM)'s IQVIA position peaked at $30.8M in Q2 2018.
  • 1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.