FullCircle Wealth’s IQVIA IQV Stock Holding History

FullCircle Wealth’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	$339K	Buy	1,608 +7	+0.4%	+$1.27K	0.12%	177
2025 Q2	$293K	Buy	+1,601	New	+$241K	0.11%	192

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

FullCircle Wealth's IQV Position: Q3 2025 in Review

FullCircle Wealth increased its IQVIA (IQV) stake by 0.44% in Q3 2025, buying an estimated $1.27K and bringing the position to 1,608 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #177.

FullCircle Wealth first reported a position in IQV in Q2 2025 and has held it in 2 quarters since. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

FullCircle Wealth held 1,608 shares of IQVIA worth $339K as of Q3 2025.
FullCircle Wealth bought 7 IQVIA shares in Q3 2025, an estimated $1.27K.
IQVIA made up 0.12% of FullCircle Wealth's portfolio in Q3 2025, its #177 holding.
FullCircle Wealth first reported a position in IQVIA in Q2 2025 and has held it in 2 quarters since.
1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.