Geller Advisors’s IQVIA IQV Stock Holding History

Geller 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
2024 Q4	$270K	Sell	1,372 -25	-2%	-$5.27K	0.02%	218
2024 Q3	$331K	Sell	1,397 -79	-5%	-$18.6K	0.02%	187
2024 Q2	$312K	Buy	1,476 +5	+0.3%	+$1.14K	0.02%	200
2024 Q1	$372K	Sell	1,471 -15	-1%	-$3.5K	0.03%	185
2023 Q4	$344K	Sell	1,486 -19	-1%	-$3.9K	0.03%	178
2023 Q3	$296K	Sell	1,505 -95	-6%	-$20.6K	0.03%	188
2023 Q2	$360K	Buy	+1,600	New	+$321K	0.04%	160
2022 Q2	–	Sell	-877	Closed	-$203K	–	154
2022 Q1	$203K	Buy	877 +138	+19%	+$32.7K	0.04%	168
2021 Q4	$209K	Buy	+739	New	+$192K	0.04%	174
2021 Q3	–	Sell	-922	Closed	-$223K	–	164
2021 Q2	$223K	Buy	+922	New	+$213K	0.05%	124

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Geller Advisors's IQV Position: Q4 2024 in Review

Geller Advisors reduced its IQVIA (IQV) stake by 1.8% in Q4 2024, selling an estimated $5.27K and leaving 1,372 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #218.

Geller Advisors first reported a position in IQV in Q2 2021 and has held it in 10 quarters since. The position peaked at $372K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

Geller Advisors held 1,372 shares of IQVIA worth $270K as of Q4 2024.
Geller Advisors sold 25 IQVIA shares in Q4 2024, an estimated $5.27K.
IQVIA made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #218 holding.
Geller Advisors first reported a position in IQVIA in Q2 2021 and has held it in 10 quarters since.
Geller Advisors's IQVIA position peaked at $372K in Q1 2024.
1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.