GI
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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 $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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Gradient Investments's IQV Position: Q4 2024 in Review

Gradient Investments sold out of IQVIA (IQV) in Q4 2024, closing a stake of 55,183 shares — an estimated $13.1M sold.

Gradient Investments first reported a position in IQV in Q1 2020 and held it in 19 quarters. The position peaked at $17.2M in Q4 2021. 1,004 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Gradient Investments reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 55,183 IQVIA shares in Q4 2024, an estimated $13.1M.
  • Gradient Investments first reported a position in IQVIA in Q1 2020 and held it in 19 quarters.
  • Gradient Investments's IQVIA position peaked at $17.2M in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.