Dimension Capital Management’s IQVIA IQV Stock Holding History

Dimension Capital Management’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	-3,685	Closed	-$650K	–	112
2025 Q1	$650K	Hold	3,685	–	–	0.12%	60
2024 Q4	$724K	Hold	3,685	–	–	0.12%	53
2024 Q3	$873K	Hold	3,685	–	–	0.16%	49
2024 Q2	$779K	Hold	3,685	–	–	0.16%	52
2024 Q1	$932K	Hold	3,685	–	–	0.19%	43
2023 Q4	$853K	Buy	+3,685	New	+$757K	0.18%	40
2023 Q2	–	Sell	-3,685	Closed	-$733K	–	104
2023 Q1	$733K	Hold	3,685	–	–	0.17%	44
2022 Q4	$755K	Hold	3,685	–	–	0.18%	44
2022 Q3	$667K	Sell	3,685 -17	-0.5%	-$3.72K	0.16%	50
2022 Q2	$803K	Buy	+3,702	New	+$804K	0.18%	44
2022 Q1	–	Sell	-3,719	Closed	-$1.05M	–	119
2021 Q4	$1.05M	Hold	3,719	–	–	0.2%	49
2021 Q3	$891K	Hold	3,719	–	–	0.18%	52
2021 Q2	$901K	Hold	3,719	–	–	0.2%	48
2021 Q1	$718K	Hold	3,719	–	–	0.17%	54
2020 Q4	$666K	Hold	3,719	–	–	0.19%	51
2020 Q3	$586K	Hold	3,719	–	–	0.18%	56
2020 Q2	$528K	Hold	3,719	–	–	0.17%	62
2020 Q1	$401K	Hold	3,719	–	–	0.15%	66
2019 Q4	$574K	Sell	3,719 -21,009	-85%	-$3.07M	0.17%	64
2019 Q3	$3.69M	Buy	24,728 +3,600	+17%	+$560K	1.26%	13
2019 Q2	$3.4M	Hold	21,128	–	–	1.15%	13
2019 Q1	$3.04M	Hold	21,128	–	–	1.29%	15
2018 Q4	$2.45M	Hold	21,128	–	–	1.2%	15
2018 Q3	$2.74M	Hold	21,128	–	–	1.32%	16
2018 Q2	$2.11M	Buy	+21,128	New	+$2.11M	1.16%	17
2018 Q1	–	Sell	-4,123	Closed	-$404K	–	86
2017 Q4	$404K	Hold	4,123	–	–	0.25%	60
2017 Q3	$392K	Buy	+4,123	New	+$382K	0.12%	63

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

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

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

Dimension Capital Management's IQV Position: Q2 2025 in Review

Dimension Capital Management sold out of IQVIA (IQV) in Q2 2025, closing a stake of 3,685 shares — an estimated $650K sold.

Dimension Capital Management first reported a position in IQV in Q3 2017 and held it in 27 quarters. The position peaked at $3.69M in Q3 2019. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

Dimension Capital Management reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
Dimension Capital Management sold 3,685 IQVIA shares in Q2 2025, an estimated $650K.
Dimension Capital Management first reported a position in IQVIA in Q3 2017 and held it in 27 quarters.
Dimension Capital Management's IQVIA position peaked at $3.69M in Q3 2019.
979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Dimension Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.