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Edge Capital Group’s IQVIA IQV Stock Holding History

Edge Capital Group’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
2024
Q4 		$356K Buy
13,096
+11,284
+623% +$2.38M 0.02% 246
2024
Q3 		$429K Hold
1,812
– – 0.02% 224
2024
Q2 		$383K Hold
1,812
– – 0.02% 234
2024
Q1 		$458K Sell
1,812
-5
-0.3% -$1.17K 0.02% 212
2023
Q4 		$420K Buy
1,817
+17
+0.9% +$3.49K 0.02% 214
2023
Q3 		$354K Hold
1,800
– – 0.02% 220
2023
Q2 		$405K Sell
1,800
-48
-3% -$9.64K 0.02% 231
2023
Q1 		$368K Buy
1,848
+13
+0.7% +$2.78K 0.02% 235
2022
Q4 		$376K Buy
+1,835
New +$372K 0.03% 220

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Edge Capital Group's IQV Position: Q4 2024 in Review

Edge Capital Group increased its IQVIA (IQV) stake by 623% in Q4 2024, buying an estimated $2.38M and bringing the position to 13,096 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #246.

Edge Capital Group first reported a position in IQV in Q4 2022 and has held it in 9 quarters since. The position peaked at $458K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Edge Capital Group held 13,096 shares of IQVIA worth $356K as of Q4 2024.
  • Edge Capital Group bought 11,284 IQVIA shares in Q4 2024, an estimated $2.38M.
  • IQVIA made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #246 holding.
  • Edge Capital Group first reported a position in IQVIA in Q4 2022 and has held it in 9 quarters since.
  • Edge Capital Group's IQVIA position peaked at $458K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.