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Mattson Financial Services’s IQVIA IQV Stock Holding History

Mattson Financial Services’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 		– Sell
-5,844
Closed -$1.38M – 377
2024
Q4 		$1.38M Buy
5,844
+1,011
+21% +$213K 0.44% 80
2024
Q3 		$1.02M Sell
4,833
-31
-0.6% -$7.32K 0.37% 114
2024
Q2 		$1.03M Buy
+4,864
New +$1.1M 0.37% 114

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
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

Mattson Financial Services's IQV Position: Q1 2025 in Review

Mattson Financial Services sold out of IQVIA (IQV) in Q1 2025, closing a stake of 5,844 shares — an estimated $1.38M sold.

Mattson Financial Services first reported a position in IQV in Q2 2024 and held it in 3 quarters. The position peaked at $1.38M in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Mattson Financial Services reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 5,844 IQVIA shares in Q1 2025, an estimated $1.38M.
  • Mattson Financial Services first reported a position in IQVIA in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's IQVIA position peaked at $1.38M in Q4 2024.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.