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Carolinas Wealth Consulting’s IQVIA IQV Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-19
Closed -$3.35K – 460
2025
Q1 		$3.35K Sell
19
-7
-27% -$1.36K ﹤0.01% 676
2024
Q4 		$5.11K Buy
26
+2
+8% +$422 ﹤0.01% 631
2024
Q3 		$5.69K Sell
24
-47
-66% -$11.1K ﹤0.01% 643
2024
Q2 		$15K Sell
71
-143
-67% -$32.5K ﹤0.01% 510
2024
Q1 		$54.1K Buy
214
+92
+75% +$21.5K 0.01% 362
2023
Q4 		$28.2K Hold
122
– – 0.01% 403
2023
Q3 		$22.1K Sell
122
-44
-27% -$9.55K 0.01% 417
2023
Q2 		$37.3K Sell
166
-215
-56% -$43.2K 0.01% 394
2023
Q1 		$75.8K Sell
381
-77
-17% -$16.5K 0.02% 302
2022
Q4 		$93.8K Buy
458
+46
+11% +$9.33K 0.02% 273
2022
Q3 		$75K Buy
412
+90
+28% +$19.7K 0.02% 275
2022
Q2 		$70K Buy
322
+115
+56% +$25K 0.02% 291
2022
Q1 		$48K Sell
207
-40
-16% -$9.47K 0.01% 358
2021
Q4 		$70K Buy
247
+16
+7% +$4.15K 0.02% 314
2021
Q3 		$55K Sell
231
-50
-18% -$12.6K 0.01% 331
2021
Q2 		$68K Sell
281
-138
-33% -$31.9K 0.01% 317
2021
Q1 		$81K Buy
419
+25
+6% +$4.69K 0.02% 282
2020
Q4 		$71K Sell
394
-91
-19% -$15.3K 0.02% 280
2020
Q3 		$76K Buy
485
+482
+16,067% +$75.5K 0.03% 224
2020
Q2 		$0 Buy
+3
New +$407 ﹤0.01% 689

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's IQV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of IQVIA (IQV) in Q2 2025, closing a stake of 19 shares — an estimated $3.35K sold.

Carolinas Wealth Consulting first reported a position in IQV in Q2 2020 and held it in 20 quarters. The position peaked at $93.8K in Q4 2022. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19 IQVIA shares in Q2 2025, an estimated $3.35K.
  • Carolinas Wealth Consulting first reported a position in IQVIA in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's IQVIA position peaked at $93.8K in Q4 2022.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.