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Continuum Advisory’s IQVIA IQV Stock Holding History

Continuum Advisory’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
-1,658
Closed -$292K – 990
2025
Q1 		$292K Sell
1,658
-145
-8% -$28.1K 0.04% 325
2024
Q4 		$354K Buy
1,803
+64
+4% +$13.5K 0.05% 301
2024
Q3 		$353K Buy
1,739
+201
+13% +$47.4K 0.05% 301
2024
Q2 		$325K Buy
1,538
+49
+3% +$11.1K 0.05% 286
2024
Q1 		$341K Sell
1,489
-2,229
-60% -$520K 0.05% 281
2023
Q4 		$860K Sell
3,718
-164
-4% -$33.7K 0.12% 192
2023
Q3 		$764K Buy
3,882
+1
+0% +$217 0.12% 200
2023
Q2 		$872K Buy
3,881
+40
+1% +$8.03K 0.14% 180
2023
Q1 		$764K Buy
3,841
+5
+0.1% +$1.07K 0.13% 190
2022
Q4 		$786K Buy
3,836
+150
+4% +$30.4K 0.14% 176
2022
Q3 		$668K Buy
3,686
+1
+0% +$219 0.12% 191
2022
Q2 		$800K Buy
3,685
+1,512
+70% +$328K 0.15% 173
2022
Q1 		$474K Buy
+2,173
New +$515K 0.09% 248

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

Continuum Advisory's IQV Position: Q2 2025 in Review

Continuum Advisory sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,658 shares — an estimated $292K sold.

Continuum Advisory first reported a position in IQV in Q1 2022 and held it in 13 quarters. The position peaked at $872K in Q2 2023. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Continuum Advisory reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,658 IQVIA shares in Q2 2025, an estimated $292K.
  • Continuum Advisory first reported a position in IQVIA in Q1 2022 and held it in 13 quarters.
  • Continuum Advisory's IQVIA position peaked at $872K in Q2 2023.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.