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Cook Wealth’s IQVIA IQV Stock Holding History

Cook Wealth’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
-1,861
Closed -$281K – 30
2025
Q1 		$281K Hold
1,861
– – 0.14% 46
2024
Q4 		$383K Hold
1,861
– – 0.18% 40
2024
Q3 		$402K Hold
1,861
– – 0.2% 37
2024
Q2 		$432K Buy
1,861
+900
+94% +$204K 0.23% 36
2024
Q1 		$213K Hold
961
– – 0.13% 51
2023
Q4 		$205K Buy
+961
New +$197K 0.13% 51
2023
Q3 		– Sell
-961
Closed -$216K – 56
2023
Q2 		$216K Buy
+961
New +$193K 0.17% 40
2023
Q1 		– Sell
-980
Closed -$201K – 51
2022
Q4 		$201K Sell
980
-116
-11% -$23.5K 0.19% 38
2022
Q3 		$220K Buy
1,096
+135
+14% +$29.6K 0.24% 37
2022
Q2 		$225K Buy
+961
New +$209K 0.23% 37
2022
Q1 		– Sell
-906
Closed -$226K – 42
2021
Q4 		$226K Buy
+906
New +$235K 0.23% 34

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cook Wealth's IQV Position: Q2 2025 in Review

Cook Wealth sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,861 shares — an estimated $281K sold.

Cook Wealth first reported a position in IQV in Q4 2021 and held it in 11 quarters. The position peaked at $432K in Q2 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Cook Wealth reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 1,861 IQVIA shares in Q2 2025, an estimated $281K.
  • Cook Wealth first reported a position in IQVIA in Q4 2021 and held it in 11 quarters.
  • Cook Wealth's IQVIA position peaked at $432K in Q2 2024.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

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