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Counterpoint Mutual Funds’s IQVIA IQV Stock Holding History

Counterpoint Mutual Funds’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
-2,071
Closed -$326K – 404
2025
Q2 		$326K Buy
2,071
+214
+12% +$32.2K 0.03% 249
2025
Q1 		$327K Buy
+1,857
New +$360K 0.05% 267

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Counterpoint Mutual Funds's IQV Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of IQVIA (IQV) in Q3 2025, closing a stake of 2,071 shares — an estimated $326K sold.

Counterpoint Mutual Funds first reported a position in IQV in Q1 2025 and held it in 2 quarters. The position peaked at $327K in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 2,071 IQVIA shares in Q3 2025, an estimated $326K.
  • Counterpoint Mutual Funds first reported a position in IQVIA in Q1 2025 and held it in 2 quarters.
  • Counterpoint Mutual Funds's IQVIA position peaked at $327K in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.