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EFG Asset Management’s IQVIA IQV Stock Holding History

EFG Asset 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
Q3 		$1.58M Sell
8,337
-1,720
-17% -$313K 0.2% 151
2025
Q2 		$1.58M Sell
10,057
-411
-4% -$61.9K 0.22% 150
2025
Q1 		$1.84M Sell
10,468
-3,268
-24% -$634K 0.31% 143
2024
Q4 		$2.7M Sell
13,736
-163
-1% -$34.4K 0.37% 117
2024
Q3 		$3.29M Sell
13,899
-5,081
-27% -$1.2M 0.55% 52
2024
Q2 		$4.01M Sell
18,980
-1,585
-8% -$360K 0.7% 33
2024
Q1 		$5.2M Buy
20,565
+920
+5% +$215K 0.9% 22
2023
Q4 		$4.55M Buy
19,645
+133
+0.7% +$27.3K 0.86% 27
2023
Q3 		$3.84M Sell
19,512
-1,245
-6% -$270K 0.91% 33
2023
Q2 		$4.66M Sell
20,757
-3,729
-15% -$749K 1% 29
2023
Q1 		$4.86M Sell
24,486
-217
-0.9% -$46.4K 1.08% 27
2022
Q4 		$5.13M Buy
24,703
+890
+4% +$181K 1.15% 18
2022
Q3 		$4.32M Sell
23,813
-2,059
-8% -$451K 1% 32
2022
Q2 		$5.62M Sell
25,872
-950
-4% -$206K 1.18% 20
2022
Q1 		$6.2M Sell
26,822
-8,672
-24% -$2.05M 0.93% 37
2021
Q4 		$10M Buy
+35,494
New +$9.21M 1.31% 23

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EFG Asset Management's IQV Position: Q3 2025 in Review

EFG Asset Management reduced its IQVIA (IQV) stake by 17% in Q3 2025, selling an estimated $313K and leaving 8,337 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #151.

EFG Asset Management first reported a position in IQV in Q4 2021 and has held it in 16 quarters since. The position peaked at $10M in Q4 2021. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • EFG Asset Management held 8,337 shares of IQVIA worth $1.58M as of Q3 2025.
  • EFG Asset Management sold 1,720 IQVIA shares in Q3 2025, an estimated $313K.
  • IQVIA made up 0.2% of EFG Asset Management's portfolio in Q3 2025, its #151 holding.
  • EFG Asset Management first reported a position in IQVIA in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's IQVIA position peaked at $10M in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.