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Gilliland Jeter Wealth Management’s IQVIA IQV Stock Holding History

Gilliland Jeter Wealth 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 		– Sell
-1,324
Closed -$209K – 177
2025
Q2 		$209K Sell
1,324
-2,541
-66% -$383K 0.07% 171
2025
Q1 		$681K Sell
3,865
-328
-8% -$63.6K 0.24% 90
2024
Q4 		$824K Buy
4,193
+1
+0% +$211 0.28% 76
2024
Q3 		$993K Hold
4,192
– – 0.32% 70
2024
Q2 		$886K Sell
4,192
-309
-7% -$70.2K 0.3% 71
2024
Q1 		$1.14M Buy
4,501
+239
+6% +$55.8K 0.4% 61
2023
Q4 		$986K Buy
+4,262
New +$875K 0.41% 67

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Gilliland Jeter Wealth Management's IQV Position: Q3 2025 in Review

Gilliland Jeter Wealth Management sold out of IQVIA (IQV) in Q3 2025, closing a stake of 1,324 shares — an estimated $209K sold.

Gilliland Jeter Wealth Management first reported a position in IQV in Q4 2023 and held it in 7 quarters. The position peaked at $1.14M in Q1 2024. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Gilliland Jeter Wealth Management reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,324 IQVIA shares in Q3 2025, an estimated $209K.
  • Gilliland Jeter Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 7 quarters.
  • Gilliland Jeter Wealth Management's IQVIA position peaked at $1.14M in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.