Cedar Mountain Advisors’s IQVIA IQV Stock Holding History

Cedar Mountain Advisors’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	-55	Closed	-$10.8K	–	367
2024 Q4	$10.8K	Sell	55 -10	-15%	-$2.11K	﹤0.01%	202
2024 Q3	$15.4K	Hold	65	–	–	﹤0.01%	175
2024 Q2	$13.7K	Hold	65	–	–	﹤0.01%	171
2024 Q1	$16.4K	Hold	65	–	–	﹤0.01%	154
2023 Q4	$15K	Hold	65	–	–	﹤0.01%	150
2023 Q3	$12.8K	Hold	65	–	–	﹤0.01%	156
2023 Q2	$14.6K	Hold	65	–	–	﹤0.01%	137
2023 Q1	$12.9K	Hold	65	–	–	﹤0.01%	143
2022 Q4	$13.3K	Hold	65	–	–	﹤0.01%	140
2022 Q3	$12K	Hold	65	–	–	﹤0.01%	144
2022 Q2	$14K	Hold	65	–	–	﹤0.01%	134
2022 Q1	$15K	Hold	65	–	–	﹤0.01%	148
2021 Q4	$18K	Hold	65	–	–	0.01%	139
2021 Q3	$16K	Hold	65	–	–	0.01%	137
2021 Q2	$16K	Hold	65	–	–	0.01%	131
2021 Q1	$13K	Hold	65	–	–	﹤0.01%	156
2020 Q4	$12K	Hold	65	–	–	﹤0.01%	163
2020 Q3	$10K	Hold	65	–	–	﹤0.01%	159
2020 Q2	$9K	Buy	65 +32	+97%	+$4.34K	﹤0.01%	159
2020 Q1	$4K	Buy	33 +12	+57%	+$1.72K	﹤0.01%	168
2019 Q4	$3K	Buy	+21	New	+$3.07K	﹤0.01%	202

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 $3.37T AUM 44.26% 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

Cedar Mountain Advisors's IQV Position: Q1 2025 in Review

Cedar Mountain Advisors sold out of IQVIA (IQV) in Q1 2025, closing a stake of 55 shares — an estimated $10.8K sold.

Cedar Mountain Advisors first reported a position in IQV in Q4 2019 and held it in 21 quarters. The position peaked at $18K in Q4 2021. 992 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Cedar Mountain Advisors reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 55 IQVIA shares in Q1 2025, an estimated $10.8K.
Cedar Mountain Advisors first reported a position in IQVIA in Q4 2019 and held it in 21 quarters.
Cedar Mountain Advisors's IQVIA position peaked at $18K in Q4 2021.
992 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Cedar Mountain Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.