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Gratus Wealth Advisors’s IQVIA IQV Stock Holding History

Gratus Wealth Advisors’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
Q4 		– Sell
-1,465
Closed -$278K – 133
2025
Q3 		$278K Sell
1,465
-45
-3% -$8.18K 0.04% 119
2025
Q2 		$238K Hold
1,510
– – 0.04% 120
2025
Q1 		$266K Sell
1,510
-109
-7% -$21.1K 0.04% 114
2024
Q4 		$318K Hold
1,619
– – 0.05% 105
2024
Q3 		$365K Sell
1,619
-20
-1% -$4.72K 0.06% 104
2024
Q2 		$368K Sell
1,639
-74
-4% -$16.8K 0.06% 100
2024
Q1 		$389K Hold
1,713
– – 0.07% 99
2023
Q4 		$396K Buy
+1,713
New +$352K 0.08% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Gratus Wealth Advisors's IQV Position: Q4 2025 in Review

Gratus Wealth Advisors sold out of IQVIA (IQV) in Q4 2025, closing a stake of 1,465 shares — an estimated $278K sold.

Gratus Wealth Advisors first reported a position in IQV in Q4 2023 and held it in 8 quarters. The position peaked at $396K in Q4 2023. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Gratus Wealth Advisors reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,465 IQVIA shares in Q4 2025, an estimated $278K.
  • Gratus Wealth Advisors first reported a position in IQVIA in Q4 2023 and held it in 8 quarters.
  • Gratus Wealth Advisors's IQVIA position peaked at $396K in Q4 2023.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Gratus Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.