GI
IQV icon

Gradient Investments’s IQVIA IQV Stock Holding History

Gradient Investments’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 		– Sell
-55,183
Closed -$13.1M – 313
2024
Q3 		$13.1M Buy
55,183
+9,782
+22% +$2.31M 0.27% 116
2024
Q2 		$9.6M Buy
45,401
+6,134
+16% +$1.39M 0.22% 130
2024
Q1 		$9.93M Sell
39,267
-855
-2% -$200K 0.23% 123
2023
Q4 		$9.28M Sell
40,122
-21,008
-34% -$4.31M 0.22% 125
2023
Q3 		$12M Buy
61,130
+3,383
+6% +$735K 0.32% 108
2023
Q2 		$13M Sell
57,747
-179
-0.3% -$35.9K 0.33% 104
2023
Q1 		$11.5M Buy
57,926
+11,163
+24% +$2.39M 0.31% 108
2022
Q4 		$9.58M Sell
46,763
-1,549
-3% -$314K 0.3% 108
2022
Q3 		$8.75M Sell
48,312
-7,003
-13% -$1.53M 0.27% 109
2022
Q2 		$12M Sell
55,315
-9,044
-14% -$1.96M 0.35% 80
2022
Q1 		$14.9M Buy
64,359
+3,450
+6% +$817K 0.38% 63
2021
Q4 		$17.2M Buy
60,909
+8,279
+16% +$2.15M 0.44% 50
2021
Q3 		$12.6M Sell
52,630
-7,448
-12% -$1.88M 0.35% 69
2021
Q2 		$14.6M Buy
60,078
+1,873
+3% +$432K 0.43% 47
2021
Q1 		$11.2M Buy
58,205
+22,851
+65% +$4.29M 0.37% 61
2020
Q4 		$5.57M Sell
35,354
-402
-1% -$67.7K 0.24% 92
2020
Q3 		$5.64M Sell
35,756
-8,519
-19% -$1.34M 0.24% 92
2020
Q2 		$6.28M Buy
44,275
+13,358
+43% +$1.81M 0.29% 89
2020
Q1 		$3.33M Buy
+30,917
New +$4.42M 0.18% 107

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return