Global Financial Private Client’s IQVIA IQV Stock Holding History

Global Financial Private Client’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	-51	Closed	-$8.99K	–	880
2025 Q1	$8.99K	Buy	51 +7	+16%	+$1.36K	﹤0.01%	591
2024 Q4	$8.65K	Sell	44 -11	-20%	-$2.32K	﹤0.01%	575
2024 Q3	$13K	Buy	55 +51	+1,275%	+$12K	0.01%	499
2024 Q2	$846	Hold	4	–	–	﹤0.01%	629
2024 Q1	$995	Hold	4	–	–	﹤0.01%	637
2023 Q4	$926	Hold	4	–	–	﹤0.01%	630
2023 Q3	$776	Hold	4	–	–	﹤0.01%	625
2023 Q2	$884	Hold	4	–	–	﹤0.01%	620
2023 Q1	$800	Hold	4	–	–	﹤0.01%	629
2022 Q4	$820	Hold	4	–	–	﹤0.01%	619
2022 Q3	$745	Hold	4	–	–	﹤0.01%	596
2022 Q2	$860	Hold	4	–	–	﹤0.01%	579
2022 Q1	$961	Hold	4	–	–	﹤0.01%	587
2021 Q4	$1.13K	Hold	4	–	–	﹤0.01%	564
2021 Q3	$966	Hold	4	–	–	﹤0.01%	533
2021 Q2	$989	Hold	4	–	–	﹤0.01%	535
2021 Q1	$792	Hold	4	–	–	﹤0.01%	524
2020 Q4	$717	Buy	+4	New	+$674	﹤0.01%	511

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Financial Private Client's IQV Position: Q2 2025 in Review

Global Financial Private Client sold out of IQVIA (IQV) in Q2 2025, closing a stake of 51 shares — an estimated $8.99K sold.

Global Financial Private Client first reported a position in IQV in Q4 2020 and held it in 18 quarters. The position peaked at $13K in Q3 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

Global Financial Private Client reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 51 IQVIA shares in Q2 2025, an estimated $8.99K.
Global Financial Private Client first reported a position in IQVIA in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's IQVIA position peaked at $13K in Q3 2024.
979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.