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Lyell Wealth Management’s IQVIA IQV Stock Holding History

Lyell 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
Q2 		– Sell
-1,255
Closed -$221K – 225
2025
Q1 		$221K Sell
1,255
-176
-12% -$34.1K 0.02% 196
2024
Q4 		$281K Sell
1,431
-200
-12% -$42.2K 0.03% 176
2024
Q3 		$386K Hold
1,631
– – 0.04% 160
2024
Q2 		$345K Hold
1,631
– – 0.03% 157
2024
Q1 		$412K Hold
1,631
– – 0.04% 146
2023
Q4 		$377K Hold
1,631
– – 0.04% 147
2023
Q3 		$321K Hold
1,631
– – 0.04% 144
2023
Q2 		$367K Sell
1,631
-2,046
-56% -$411K 0.05% 147
2023
Q1 		$731K Sell
3,677
-175
-5% -$37.4K 0.1% 124
2022
Q4 		$789K Sell
3,852
-11
-0.3% -$2.23K 0.12% 119
2022
Q3 		$700K Buy
3,863
+851
+28% +$186K 0.12% 118
2022
Q2 		$654K Buy
3,012
+208
+7% +$45.2K 0.11% 120
2022
Q1 		$648K Buy
2,804
+205
+8% +$48.5K 0.08% 126
2021
Q4 		$733K Hold
2,599
– – 0.08% 118
2021
Q3 		$623K Hold
2,599
– – 0.08% 121
2021
Q2 		$630K Buy
2,599
+203
+8% +$46.9K 0.08% 121
2021
Q1 		$463K Buy
2,396
+640
+36% +$120K 0.07% 132
2020
Q4 		$315K Buy
+1,756
New +$296K 0.05% 136

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lyell Wealth Management's IQV Position: Q2 2025 in Review

Lyell Wealth Management sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,255 shares — an estimated $221K sold.

Lyell Wealth Management first reported a position in IQV in Q4 2020 and held it in 18 quarters. The position peaked at $789K in Q4 2022. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Lyell Wealth Management reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 1,255 IQVIA shares in Q2 2025, an estimated $221K.
  • Lyell Wealth Management first reported a position in IQVIA in Q4 2020 and held it in 18 quarters.
  • Lyell Wealth Management's IQVIA position peaked at $789K in Q4 2022.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.