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Compound Global Advisors’s IQVIA IQV Stock Holding History

Compound Global 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
-1,700
Closed -$334K – 47
2024
Q4 		$334K Buy
+1,700
New +$359K 1.36% 31
2024
Q1 		– Sell
-25,001
Closed -$5.78M – 44
2023
Q4 		$5.78M Sell
25,001
-22,692
-48% -$4.66M 1.07% 36
2023
Q3 		$9.38M Buy
47,693
+15,682
+49% +$3.41M 2.06% 23
2023
Q2 		$7.2M Sell
32,011
-45,094
-58% -$9.05M 1.66% 26
2023
Q1 		$15.3M Buy
77,105
+37,105
+93% +$7.93M 3.9% 11
2022
Q4 		$8.2M Buy
+40,000
New +$8.11M 2.33% 19

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compound Global Advisors's IQV Position: Q1 2025 in Review

Compound Global Advisors sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,700 shares — an estimated $334K sold.

Compound Global Advisors first reported a position in IQV in Q4 2022 and held it in 6 quarters. The position peaked at $15.3M in Q1 2023. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Compound Global Advisors reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Compound Global Advisors sold 1,700 IQVIA shares in Q1 2025, an estimated $334K.
  • Compound Global Advisors first reported a position in IQVIA in Q4 2022 and held it in 6 quarters.
  • Compound Global Advisors's IQVIA position peaked at $15.3M in Q1 2023.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Compound Global Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.