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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s IQVIA IQV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-5
Closed -$882 – 516
2025
Q1 		$882 Hold
5
– – ﹤0.01% 443
2024
Q4 		$983 Buy
+5
New +$1.05K ﹤0.01% 438

Other funds holding IQV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.61T 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IQV Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of IQVIA (IQV) in Q2 2025, closing a stake of 5 shares — an estimated $882 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IQV in Q4 2024 and held it in 2 quarters. The position peaked at $983 in Q4 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 IQVIA shares in Q2 2025, an estimated $882.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IQVIA in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IQVIA position peaked at $983 in Q4 2024.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.