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Net Worth Advisory Group’s IQVIA IQV Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-1,606
Closed -$253K – 444
2025
Q2 		$253K Buy
1,606
+54
+3% +$8.13K 0.06% 354
2025
Q1 		$274K Buy
1,552
+461
+42% +$89.4K 0.09% 280
2024
Q4 		$214K Sell
1,091
-1
-0.1% -$211 0.07% 339
2024
Q3 		$259K Buy
+1,092
New +$258K 0.08% 312

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Net Worth Advisory Group's IQV Position: Q3 2025 in Review

Net Worth Advisory Group sold out of IQVIA (IQV) in Q3 2025, closing a stake of 1,606 shares — an estimated $253K sold.

Net Worth Advisory Group first reported a position in IQV in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Net Worth Advisory Group reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,606 IQVIA shares in Q3 2025, an estimated $253K.
  • Net Worth Advisory Group first reported a position in IQVIA in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's IQVIA position peaked at $274K in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.