Clean Yield Group’s IQVIA IQV Stock Holding History

Clean Yield Group’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	-42	Closed	-$8.25K	–	472
2024 Q4	$8.25K	Hold	42	–	–	﹤0.01%	338
2024 Q3	$9.95K	Hold	42	–	–	﹤0.01%	330
2024 Q2	$8.88K	Hold	42	–	–	﹤0.01%	314
2024 Q1	$10.6K	Hold	42	–	–	﹤0.01%	318
2023 Q4	$9.72K	Sell	42 -72	-63%	-$14.8K	﹤0.01%	313
2023 Q3	$23.3K	Hold	114	–	–	0.01%	271
2023 Q2	$25.6K	Hold	114	–	–	0.01%	273
2023 Q1	$22.7K	Hold	114	–	–	0.01%	282
2022 Q4	$23.4K	Hold	114	–	–	0.01%	281
2022 Q3	$21K	Hold	114	–	–	0.01%	280
2022 Q2	$25K	Hold	114	–	–	0.01%	281
2022 Q1	$26K	Buy	114 +42	+58%	+$9.95K	0.01%	296
2021 Q4	$20K	Hold	72	–	–	0.01%	325
2021 Q3	$17K	Hold	72	–	–	0.01%	331
2021 Q2	$17K	Buy	+72	New	+$16.6K	0.01%	331
2021 Q1	–	Sell	-122	Closed	-$22K	–	258
2020 Q4	$22K	Buy	122 +50	+69%	+$8.43K	0.01%	306
2020 Q3	$11K	Hold	72	–	–	﹤0.01%	302
2020 Q2	$10K	Hold	72	–	–	﹤0.01%	298
2020 Q1	$8K	Buy	+72	New	+$10.3K	﹤0.01%	323

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

Clean Yield Group's IQV Position: Q1 2025 in Review

Clean Yield Group sold out of IQVIA (IQV) in Q1 2025, closing a stake of 42 shares — an estimated $8.25K sold.

Clean Yield Group first reported a position in IQV in Q1 2020 and held it in 19 quarters. The position peaked at $26K in Q1 2022. 992 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Clean Yield Group reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 42 IQVIA shares in Q1 2025, an estimated $8.25K.
Clean Yield Group first reported a position in IQVIA in Q1 2020 and held it in 19 quarters.
Clean Yield Group's IQVIA position peaked at $26K in Q1 2022.
992 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.