Douglass Winthrop Advisors’s IQVIA IQV Stock Holding History

Douglass Winthrop 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	-1,337	Closed	-$211K	–	308
2025 Q2	$211K	Sell	1,337 -459,226	-100%	-$69.1M	﹤0.01%	273
2025 Q1	$81.2M	Sell	460,563 -10,970	-2%	-$2.13M	1.54%	31
2024 Q4	$92.7M	Buy	471,533 +33,455	+8%	+$7.06M	1.8%	24
2024 Q3	$104M	Buy	438,078 +1,076	+0.2%	+$254K	1.98%	23
2024 Q2	$92.4M	Buy	437,002 +9,141	+2%	+$2.08M	1.89%	24
2024 Q1	$108M	Buy	427,861 +7,483	+2%	+$1.75M	2.23%	19
2023 Q4	$97.3M	Sell	420,378 -2,686	-0.6%	-$551K	2.17%	23
2023 Q3	$83.2M	Buy	423,064 +2,023	+0.5%	+$439K	2.06%	22
2023 Q2	$94.6M	Buy	421,041 +99,476	+31%	+$20M	2.26%	18
2023 Q1	$64M	Buy	321,565 +66,720	+26%	+$14.3M	1.66%	28
2022 Q4	$52.2M	Buy	+254,845	New	+$51.7M	1.43%	29

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 $3.37T AUM 44.26% 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

Douglass Winthrop Advisors's IQV Position: Q3 2025 in Review

Douglass Winthrop Advisors sold out of IQVIA (IQV) in Q3 2025, closing a stake of 1,337 shares — an estimated $211K sold.

Douglass Winthrop Advisors first reported a position in IQV in Q4 2022 and held it in 11 quarters. The position peaked at $108M in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

Douglass Winthrop Advisors reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
Douglass Winthrop Advisors sold 1,337 IQVIA shares in Q3 2025, an estimated $211K.
Douglass Winthrop Advisors first reported a position in IQVIA in Q4 2022 and held it in 11 quarters.
Douglass Winthrop Advisors's IQVIA position peaked at $108M in Q1 2024.
1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.