Coston McIsaac & Partners’s IQVIA IQV Stock Holding History

Coston McIsaac & Partners’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 Q4	–	Sell	-29	Closed	-$5K	–	867
2025 Q3	$5K	Hold	29	–	–	﹤0.01%	626
2025 Q2	$4K	Hold	29	–	–	﹤0.01%	630
2025 Q1	$5K	Hold	29	–	–	﹤0.01%	593
2024 Q4	$5K	Hold	29	–	–	﹤0.01%	582
2024 Q3	$6	Hold	29	–	–	﹤0.01%	573
2024 Q2	$6K	Hold	29	–	–	﹤0.01%	544
2024 Q1	$7K	Hold	29	–	–	﹤0.01%	531
2023 Q4	$6K	Hold	29	–	–	﹤0.01%	544
2023 Q3	$5K	Hold	29	–	–	﹤0.01%	558
2023 Q2	$6K	Hold	29	–	–	﹤0.01%	572
2023 Q1	$5K	Hold	29	–	–	﹤0.01%	587
2022 Q4	$5	Hold	29	–	–	﹤0.01%	590
2022 Q3	$5K	Hold	29	–	–	﹤0.01%	508
2022 Q2	$6K	Buy	+29	New	+$6.3K	﹤0.01%	328

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coston McIsaac & Partners's IQV Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of IQVIA (IQV) in Q4 2025, closing a stake of 29 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in IQV in Q2 2022 and held it in 14 quarters. The position peaked at $7K in Q1 2024. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

Coston McIsaac & Partners reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 29 IQVIA shares in Q4 2025, an estimated $5K.
Coston McIsaac & Partners first reported a position in IQVIA in Q2 2022 and held it in 14 quarters.
Coston McIsaac & Partners's IQVIA position peaked at $7K in Q1 2024.
1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.