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Lindbrook Capital’s IQVIA IQV Stock Holding History

Lindbrook Capital’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
Q1 		$113K Sell
643
-267
-29% -$51.8K 0.01% 631
2024
Q4 		$179K Sell
910
-13
-1% -$2.74K 0.02% 409
2024
Q3 		$219K Buy
923
+68
+8% +$16.1K 0.02% 370
2024
Q2 		$181K Buy
855
+12
+1% +$2.73K 0.02% 380
2024
Q1 		$213K Buy
843
+12
+1% +$2.8K 0.02% 349
2023
Q4 		$192K Sell
831
-14
-2% -$2.88K 0.02% 358
2023
Q3 		$166K Sell
845
-39
-4% -$8.47K 0.02% 359
2023
Q2 		$199K Buy
884
+148
+20% +$29.7K 0.02% 326
2023
Q1 		$146K Buy
736
+58
+9% +$12.4K 0.02% 382
2022
Q4 		$139K Sell
678
-32
-5% -$6.49K 0.02% 413
2022
Q3 		$129K Sell
710
-7
-1% -$1.53K 0.02% 380
2022
Q2 		$156K Sell
717
-2
-0.3% -$434 0.03% 339
2022
Q1 		$166K Buy
719
+28
+4% +$6.63K 0.03% 335
2021
Q4 		$195K Buy
691
+26
+4% +$6.75K 0.03% 309
2021
Q3 		$159K Buy
665
+8
+1% +$2.02K 0.04% 188
2021
Q2 		$159K Hold
657
– – 0.04% 209
2021
Q1 		$127K Buy
657
+35
+6% +$6.57K 0.03% 231
2020
Q4 		$111K Hold
622
– – 0.03% 227
2020
Q3 		$98K Sell
622
-8
-1% -$1.25K 0.03% 214
2020
Q2 		$89K Sell
630
-2
-0.3% -$271 0.03% 230
2020
Q1 		$68K Sell
632
-201
-24% -$28.7K 0.03% 248
2019
Q4 		$129K Hold
833
– – 0.04% 207
2019
Q3 		$124K Sell
833
-14
-2% -$2.18K 0.05% 198
2019
Q2 		$136K Buy
847
+14
+2% +$1.96K 0.05% 182
2019
Q1 		$119K Hold
833
– – 0.05% 199
2018
Q4 		$96K Buy
+833
New +$101K 0.05% 203

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's IQV Position: Q1 2025 in Review

Lindbrook Capital reduced its IQVIA (IQV) stake by 29% in Q1 2025, selling an estimated $51.8K and leaving 643 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #631.

Lindbrook Capital first reported a position in IQV in Q4 2018 and has held it in 26 quarters since. The position peaked at $219K in Q3 2024. 991 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Lindbrook Capital held 643 shares of IQVIA worth $113K as of Q1 2025.
  • Lindbrook Capital sold 267 IQVIA shares in Q1 2025, an estimated $51.8K.
  • IQVIA made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #631 holding.
  • Lindbrook Capital first reported a position in IQVIA in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's IQVIA position peaked at $219K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.