LNWWM
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Laird Norton Wetherby Wealth Management’s IQVIA IQV Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$365K Buy
1,923
+252
+15% +$45.8K 0.01% 684
2025
Q2 		$263K Buy
+1,671
New +$252K 0.01% 779
2024
Q4 		$392K Sell
1,995
-136
-6% -$28.7K 0.02% 615
2024
Q3 		$505K Sell
2,131
-29
-1% -$6.84K 0.02% 558
2024
Q2 		$457K Sell
2,160
-48
-2% -$10.9K 0.02% 564
2024
Q1 		$558K Sell
2,208
-2
-0.1% -$467 0.03% 530
2023
Q4 		$511K Sell
2,210
-313
-12% -$64.3K 0.03% 536
2023
Q3 		$496K Sell
2,523
-135
-5% -$29.3K 0.03% 522
2023
Q2 		$597K Sell
2,658
-6
-0.2% -$1.21K 0.03% 473
2023
Q1 		$530K Sell
2,664
-87
-3% -$18.6K 0.03% 512
2022
Q4 		$564K Buy
2,751
+325
+13% +$65.9K 0.04% 486
2022
Q3 		$439K Sell
2,426
-34
-1% -$7.45K 0.03% 540
2022
Q2 		$534K Buy
2,460
+40
+2% +$8.69K 0.04% 483
2022
Q1 		$560K Sell
2,420
-341
-12% -$80.8K 0.03% 486
2021
Q4 		$779K Buy
2,761
+102
+4% +$26.5K 0.04% 377
2021
Q3 		$637K Buy
2,659
+6
+0.2% +$1.51K 0.04% 429
2021
Q2 		$643K Buy
2,653
+433
+20% +$100K 0.04% 424
2021
Q1 		$429K Sell
2,220
-624
-22% -$117K 0.03% 486
2020
Q4 		$510K Buy
2,844
+527
+23% +$88.8K 0.03% 453
2020
Q3 		$365K Sell
2,317
-62
-3% -$9.72K 0.03% 467
2020
Q2 		$338K Sell
2,379
-580
-20% -$78.6K 0.03% 468
2020
Q1 		$319K Sell
2,959
-93
-3% -$13.3K 0.04% 436
2019
Q4 		$472K Buy
3,052
+219
+8% +$32K 0.05% 425
2019
Q3 		$423K Buy
2,833
+393
+16% +$61.2K 0.04% 447
2019
Q2 		$393K Buy
2,440
+129
+6% +$18.1K 0.04% 458
2019
Q1 		$332K Buy
2,311
+158
+7% +$21.1K 0.04% 480
2018
Q4 		$250K Buy
2,153
+189
+10% +$22.9K 0.04% 517
2018
Q3 		$255K Buy
+1,964
New +$236K 0.03% 551

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
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 $62.3B AUM 26.25% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IQV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its IQVIA (IQV) stake by 15% in Q3 2025, buying an estimated $45.8K and bringing the position to 1,923 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #684.

Laird Norton Wetherby Wealth Management first reported a position in IQV in Q3 2018 and has held it in 28 quarters since. The position peaked at $779K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,923 shares of IQVIA worth $365K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 252 IQVIA shares in Q3 2025, an estimated $45.8K.
  • IQVIA made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #684 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in IQVIA in Q3 2018 and has held it in 28 quarters since.
  • Laird Norton Wetherby Wealth Management's IQVIA position peaked at $779K in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.