L.J. Altfest & Co’s IQVIA IQV Stock Holding History

L.J. Altfest & Co’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	-4,397	Closed	-$835K	–	353
2025 Q3	$835K	Buy	+4,397	New	+$800K	0.09%	153
2023 Q4	–	Sell	-1,732	Closed	-$341K	–	317
2023 Q3	$341K	Buy	1,732 +5	+0.3%	+$1.09K	0.05%	221
2023 Q2	$388K	Sell	1,727 -28	-2%	-$5.62K	0.06%	212
2023 Q1	$349K	Buy	1,755 +1	+0.1%	+$214	0.05%	206
2022 Q4	$359K	Sell	1,754 -25	-1%	-$5.07K	0.06%	191
2022 Q3	$322K	Buy	1,779 +40	+2%	+$8.76K	0.06%	198
2022 Q2	$377K	Buy	+1,739	New	+$378K	0.07%	175
2020 Q4	–	Sell	-1,501	Closed	-$237K	–	273
2020 Q3	$237K	Sell	1,501 -9	-0.6%	-$1.41K	0.06%	199
2020 Q2	$214K	Buy	+1,510	New	+$205K	0.06%	199
2019 Q1	–	Sell	-3,422	Closed	-$398K	–	185
2018 Q4	$398K	Buy	+3,422	New	+$415K	0.11%	102

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

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

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

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

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

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

L.J. Altfest & Co's IQV Position: Q4 2025 in Review

L.J. Altfest & Co sold out of IQVIA (IQV) in Q4 2025, closing a stake of 4,397 shares — an estimated $835K sold.

L.J. Altfest & Co first reported a position in IQV in Q4 2018 and held it in 10 quarters. The position peaked at $835K in Q3 2025. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

L.J. Altfest & Co reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 4,397 IQVIA shares in Q4 2025, an estimated $835K.
L.J. Altfest & Co first reported a position in IQVIA in Q4 2018 and held it in 10 quarters.
L.J. Altfest & Co's IQVIA position peaked at $835K in Q3 2025.
1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.