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Great Lakes Retirement’s IQVIA IQV Stock Holding History

Great Lakes Retirement’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
-3,518
Closed -$620K – 209
2025
Q1 		$620K Buy
3,518
+463
+15% +$89.8K 0.08% 163
2024
Q4 		$600K Buy
3,055
+179
+6% +$37.7K 0.08% 168
2024
Q3 		$682K Buy
2,876
+170
+6% +$40.1K 0.09% 158
2024
Q2 		$572K Buy
2,706
+313
+13% +$71.1K 0.08% 160
2024
Q1 		$605K Buy
2,393
+84
+4% +$19.6K 0.09% 162
2023
Q4 		$534K Buy
2,309
+115
+5% +$23.6K 0.09% 164
2023
Q3 		$432K Buy
+2,194
New +$476K 0.08% 175
2020
Q1 		– Sell
-3,233
Closed -$496K – 161
2019
Q4 		$496K Buy
+3,233
New +$472K 0.15% 132

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
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
FCM
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

Great Lakes Retirement's IQV Position: Q2 2025 in Review

Great Lakes Retirement sold out of IQVIA (IQV) in Q2 2025, closing a stake of 3,518 shares — an estimated $620K sold.

Great Lakes Retirement first reported a position in IQV in Q4 2019 and held it in 8 quarters. The position peaked at $682K in Q3 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Great Lakes Retirement reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 3,518 IQVIA shares in Q2 2025, an estimated $620K.
  • Great Lakes Retirement first reported a position in IQVIA in Q4 2019 and held it in 8 quarters.
  • Great Lakes Retirement's IQVIA position peaked at $682K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Great Lakes Retirement's 13F filing for Q2 2025, filed 4 Aug 2025.