InceptionR’s IQVIA IQV Stock Holding History

InceptionR’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 Q3	–	Sell	-7,562	Closed	-$1.19M	–	811
2025 Q2	$1.19M	Buy	7,562 +4,648	+160%	+$700K	0.28%	107
2025 Q1	$514K	Buy	2,914 +304	+12%	+$59K	0.15%	267
2024 Q4	$513K	Buy	+2,610	New	+$550K	0.11%	326
2024 Q1	–	Sell	-1,045	Closed	-$242K	–	648
2023 Q4	$242K	Sell	1,045 -4,343	-81%	-$892K	0.17%	269
2023 Q3	$1.06M	Buy	+5,388	New	+$1.17M	0.6%	12
2023 Q2	–	Sell	-2,134	Closed	-$424K	–	517
2023 Q1	$424K	Buy	2,134 +144	+7%	+$30.8K	0.14%	286
2022 Q4	$408K	Buy	+1,990	New	+$404K	0.21%	207

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return