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Copperleaf Capital’s IQVIA IQV Stock Holding History

Copperleaf Capital’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
Q3 		– Sell
-4,575
Closed -$721K – 123
2025
Q2 		$721K Sell
4,575
-394
-8% -$59.3K 0.36% 70
2025
Q1 		$876K Sell
4,969
-3,735
-43% -$725K 0.52% 58
2024
Q4 		$1.71M Buy
8,704
+662
+8% +$140K 1.08% 27
2024
Q3 		$1.91M Sell
8,042
-197
-2% -$46.5K 1.46% 22
2024
Q2 		$1.74M Buy
8,239
+68
+0.8% +$15.4K 1.39% 23
2024
Q1 		$2.07M Buy
8,171
+134
+2% +$31.3K 1.79% 13
2023
Q4 		$1.86M Sell
8,037
-218
-3% -$44.8K 1.89% 14
2023
Q3 		$1.62M Sell
8,255
-1,640
-17% -$356K 1.76% 17
2023
Q2 		$2.22M Sell
9,895
-188
-2% -$37.7K 2.08% 11
2023
Q1 		$2.01M Sell
10,083
-638
-6% -$136K 1.99% 15
2022
Q4 		$2.2M Sell
10,721
-1,578
-13% -$320K 2.53% 10
2022
Q3 		$2.23M Buy
12,299
+1,832
+18% +$401K 2.41% 12
2022
Q2 		$2.27M Buy
10,467
+103
+1% +$22.4K 2.3% 15
2022
Q1 		$2.4M Buy
10,364
+412
+4% +$97.6K 2.13% 16
2021
Q4 		$2.81M Sell
9,952
-1,295
-12% -$336K 2.43% 15
2021
Q3 		$2.69M Sell
11,247
-19
-0.2% -$4.8K 2.59% 12
2021
Q2 		$2.73M Sell
11,266
-315
-3% -$72.7K 2.67% 12
2021
Q1 		$2.24M Buy
11,581
+4
+0% +$751 2.39% 13
2020
Q4 		$2.07M Sell
11,577
-603
-5% -$102K 1.77% 17
2020
Q3 		$1.92M Sell
12,180
-210
-2% -$32.9K 1.85% 20
2020
Q2 		$1.76M Sell
12,390
-44
-0.4% -$5.96K 1.82% 19
2020
Q1 		$1.34M Sell
12,434
-1,309
-10% -$187K 1.61% 20
2019
Q4 		$2.12M Buy
+13,743
New +$2.01M 2.15% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Copperleaf Capital's IQV Position: Q3 2025 in Review

Copperleaf Capital sold out of IQVIA (IQV) in Q3 2025, closing a stake of 4,575 shares — an estimated $721K sold.

Copperleaf Capital first reported a position in IQV in Q4 2019 and held it in 23 quarters. The position peaked at $2.81M in Q4 2021. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Copperleaf Capital reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 4,575 IQVIA shares in Q3 2025, an estimated $721K.
  • Copperleaf Capital first reported a position in IQVIA in Q4 2019 and held it in 23 quarters.
  • Copperleaf Capital's IQVIA position peaked at $2.81M in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.