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Milestone Asset Management’s IQVIA IQV Stock Holding History

Milestone Asset 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
-2,026
Closed -$357K – 224
2025
Q1 		$357K Buy
2,026
+28
+1% +$5.43K 0.08% 175
2024
Q4 		$393K Buy
1,998
+204
+11% +$43K 0.09% 182
2024
Q3 		$425K Buy
1,794
+78
+5% +$18.4K 0.1% 149
2024
Q2 		$363K Buy
1,716
+224
+15% +$50.9K 0.09% 152
2024
Q1 		$377K Buy
+1,492
New +$348K 0.11% 122

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

Milestone Asset Management's IQV Position: Q2 2025 in Review

Milestone Asset Management sold out of IQVIA (IQV) in Q2 2025, closing a stake of 2,026 shares — an estimated $357K sold.

Milestone Asset Management first reported a position in IQV in Q1 2024 and held it in 5 quarters. The position peaked at $425K in Q3 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Milestone Asset Management reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 2,026 IQVIA shares in Q2 2025, an estimated $357K.
  • Milestone Asset Management first reported a position in IQVIA in Q1 2024 and held it in 5 quarters.
  • Milestone Asset Management's IQVIA position peaked at $425K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.