MSWA
IQV icon

Marshall & Sterling Wealth Advisors’s IQVIA IQV Stock Holding History

Marshall & Sterling Wealth Advisors’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
-42
Closed -$7.98K – 488
2025
Q3 		$7.98K Sell
42
-14
-25% -$2.55K 0.01% 397
2025
Q2 		$8.82K Buy
+56
New +$8.43K 0.01% 356

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 $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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IQV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of IQVIA (IQV) in Q4 2025, closing a stake of 42 shares — an estimated $7.98K sold.

Marshall & Sterling Wealth Advisors first reported a position in IQV in Q2 2025 and held it in 2 quarters. The position peaked at $8.82K in Q2 2025. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 42 IQVIA shares in Q4 2025, an estimated $7.98K.
  • Marshall & Sterling Wealth Advisors first reported a position in IQVIA in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's IQVIA position peaked at $8.82K in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.