Capital Planning’s IQVIA IQV Stock Holding History

Capital Planning’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
2024 Q4	–	Sell	-1,006	Closed	-$238K	–	94
2024 Q3	$238K	Buy	1,006 +6	+0.6%	+$1.42K	0.07%	80
2024 Q2	$211K	Hold	1,000	–	–	0.06%	80
2024 Q1	$253K	Buy	+1,000	New	+$233K	0.08%	76

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Planning's IQV Position: Q4 2024 in Review

Capital Planning sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,006 shares — an estimated $238K sold.

Capital Planning first reported a position in IQV in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

Capital Planning reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
Capital Planning sold 1,006 IQVIA shares in Q4 2024, an estimated $238K.
Capital Planning first reported a position in IQVIA in Q1 2024 and held it in 3 quarters.
Capital Planning's IQVIA position peaked at $253K in Q1 2024.
1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Capital Planning's 13F filing for Q4 2024, filed 15 Jan 2025.