Keel Point’s IQVIA IQV Stock Holding History

Keel Point’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	-1,389	Closed	-$245K	–	521
2025 Q1	$245K	Buy	+1,389	New	+$269K	0.02%	396
2024 Q4	–	Sell	-976	Closed	-$231K	–	458
2024 Q3	$231K	Buy	976 +14	+1%	+$3.31K	0.02%	388
2024 Q2	$229K	Sell	962 -108	-10%	-$24.5K	0.02%	385
2024 Q1	$271K	Buy	1,070 +61	+6%	+$14.2K	0.03%	304
2023 Q4	$233K	Buy	+1,009	New	+$207K	0.03%	299
2019 Q4	–	Sell	-1,695	Closed	-$253K	–	196
2019 Q3	$253K	Hold	1,695	–	–	0.03%	158
2019 Q2	$273K	Hold	1,695	–	–	0.03%	161
2019 Q1	$244K	Sell	1,695 -1,000	-37%	-$133K	0.03%	172
2018 Q4	$313K	Hold	2,695	–	–	0.04%	155
2018 Q3	$350K	Hold	2,695	–	–	0.04%	132
2018 Q2	$269K	Hold	2,695	–	–	0.04%	139
2018 Q1	$264K	Sell	2,695 -1,000	-27%	-$101K	0.04%	137
2017 Q4	$362K	Buy	3,695 +745	+25%	+$75.8K	0.05%	123
2017 Q3	$280K	Hold	2,950	–	–	0.04%	136
2017 Q2	$264K	Hold	2,950	–	–	0.05%	137
2017 Q1	$238K	Hold	2,950	–	–	0.05%	141
2016 Q4	$224K	Buy	+2,950	New	+$226K	0.05%	142

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keel Point's IQV Position: Q2 2025 in Review

Keel Point sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,389 shares — an estimated $245K sold.

Keel Point first reported a position in IQV in Q4 2016 and held it in 17 quarters. The position peaked at $362K in Q4 2017. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

Keel Point reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
Keel Point sold 1,389 IQVIA shares in Q2 2025, an estimated $245K.
Keel Point first reported a position in IQVIA in Q4 2016 and held it in 17 quarters.
Keel Point's IQVIA position peaked at $362K in Q4 2017.
978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Keel Point's 13F filing for Q2 2025, filed 15 Aug 2025.