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Maxwell Wealth Strategies’s IQVIA IQV Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.4M Sell
7,135
-4,435
-38% -$935K 0.57% 49
2024
Q3 		$2.46M Buy
11,570
+3,145
+37% +$742K 1.05% 32
2024
Q2 		$1.78M Buy
8,425
+122
+1% +$27.7K 0.87% 40
2024
Q1 		$1.85M Buy
8,303
+6,741
+432% +$1.57M 0.94% 38
2023
Q4 		$361K Buy
+1,562
New +$321K 0.24% 74

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Maxwell Wealth Strategies's IQV Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its IQVIA (IQV) stake by 38% in Q4 2024, selling an estimated $935K and leaving 7,135 shares worth $1.4M. The position accounts for 0.57% of the portfolio, ranked #49.

Maxwell Wealth Strategies first reported a position in IQV in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.46M in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Maxwell Wealth Strategies held 7,135 shares of IQVIA worth $1.4M as of Q4 2024.
  • Maxwell Wealth Strategies sold 4,435 IQVIA shares in Q4 2024, an estimated $935K.
  • IQVIA made up 0.57% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #49 holding.
  • Maxwell Wealth Strategies first reported a position in IQVIA in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's IQVIA position peaked at $2.46M in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.