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 $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates

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

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

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