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LeClair Wealth Partners’s IQVIA IQV Stock Holding History

LeClair Wealth Partners’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
-2,847
Closed -$449K – 109
2025
Q2 		$449K Sell
2,847
-779
-21% -$117K 0.3% 55
2025
Q1 		$639K Buy
3,626
+535
+17% +$104K 0.46% 46
2024
Q4 		$607K Buy
+3,091
New +$652K 0.41% 49

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

LeClair Wealth Partners's IQV Position: Q3 2025 in Review

LeClair Wealth Partners sold out of IQVIA (IQV) in Q3 2025, closing a stake of 2,847 shares — an estimated $449K sold.

LeClair Wealth Partners first reported a position in IQV in Q4 2024 and held it in 3 quarters. The position peaked at $639K in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • LeClair Wealth Partners reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • LeClair Wealth Partners sold 2,847 IQVIA shares in Q3 2025, an estimated $449K.
  • LeClair Wealth Partners first reported a position in IQVIA in Q4 2024 and held it in 3 quarters.
  • LeClair Wealth Partners's IQVIA position peaked at $639K in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on LeClair Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.