Cornerstone Advisors’s IQVIA IQV Stock Holding History

Cornerstone 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 Q3	–	Sell	-4,500	Closed	-$709K	–	263
2025 Q2	$709K	Sell	4,500 -100	-2%	-$15.1K	0.02%	238
2025 Q1	$811K	Hold	4,600	–	–	0.03%	228
2024 Q4	$904K	Hold	4,600	–	–	0.04%	220
2024 Q3	$1.09M	Hold	4,600	–	–	0.04%	227
2024 Q2	$973K	Sell	4,600 -5,200	-53%	-$1.18M	0.04%	247
2024 Q1	$2.48M	Hold	9,800	–	–	0.1%	193
2023 Q4	$2.27M	Sell	9,800 -6,100	-38%	-$1.25M	0.1%	195
2023 Q3	$3.13M	Sell	15,900 -7,100	-31%	-$1.54M	0.15%	157
2023 Q2	$5.17M	Hold	23,000	–	–	0.25%	108
2023 Q1	$4.57M	Hold	23,000	–	–	0.21%	105
2022 Q4	$4.71M	Hold	23,000	–	–	0.23%	106
2022 Q3	$4.17M	Hold	23,000	–	–	0.2%	115
2022 Q2	$4.99M	Buy	23,000 +3,000	+15%	+$651K	0.26%	100
2022 Q1	$4.62M	Hold	20,000	–	–	0.27%	95
2021 Q4	$5.64M	Hold	20,000	–	–	0.31%	82
2021 Q3	$4.79M	Hold	20,000	–	–	0.28%	94
2021 Q2	$4.85M	Buy	20,000 +12,000	+150%	+$2.77M	0.29%	99
2021 Q1	$1.54M	Buy	+8,000	New	+$1.5M	0.14%	146
2020 Q2	–	Sell	-15,300	Closed	-$1.65M	–	207
2020 Q1	$1.65M	Hold	15,300	–	–	0.18%	107
2019 Q4	$2.36M	Buy	+15,300	New	+$2.23M	0.19%	124

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Cornerstone Advisors's IQV Position: Q3 2025 in Review

Cornerstone Advisors sold out of IQVIA (IQV) in Q3 2025, closing a stake of 4,500 shares — an estimated $709K sold.

Cornerstone Advisors first reported a position in IQV in Q4 2019 and held it in 20 quarters. The position peaked at $5.64M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

Cornerstone Advisors reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 4,500 IQVIA shares in Q3 2025, an estimated $709K.
Cornerstone Advisors first reported a position in IQVIA in Q4 2019 and held it in 20 quarters.
Cornerstone Advisors's IQVIA position peaked at $5.64M in Q4 2021.
1,009 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.