NewSquare Capital’s IQVIA IQV Stock Holding History

NewSquare Capital’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	-291	Closed	-$45.9K	–	694
2025 Q2	$45.9K	Buy	291 +189	+185%	+$28.5K	﹤0.01%	302
2025 Q1	$18K	Buy	102 +84	+467%	+$16.3K	﹤0.01%	387
2024 Q4	$3.54K	Buy	+18	New	+$3.8K	﹤0.01%	418
2024 Q2	–	Sell	-12	Closed	-$3.04K	–	404
2024 Q1	$3.04K	Hold	12	–	–	﹤0.01%	328
2023 Q4	$2.78K	Hold	12	–	–	﹤0.01%	367
2023 Q3	$2.36K	Hold	12	–	–	﹤0.01%	447
2023 Q2	$2.7K	Hold	12	–	–	﹤0.01%	492
2023 Q1	$2.39K	Hold	12	–	–	﹤0.01%	553
2022 Q4	$2.46K	Hold	12	–	–	﹤0.01%	458
2022 Q3	$2K	Buy	+12	New	+$2.63K	﹤0.01%	353
2022 Q1	–	Sell	-12,569	Closed	-$3.55M	–	419
2021 Q4	$3.55M	Buy	12,569 +610	+5%	+$158K	0.38%	80
2021 Q3	$2.87M	Buy	+11,959	New	+$3.02M	0.33%	83

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

NewSquare Capital's IQV Position: Q3 2025 in Review

NewSquare Capital sold out of IQVIA (IQV) in Q3 2025, closing a stake of 291 shares — an estimated $45.9K sold.

NewSquare Capital first reported a position in IQV in Q3 2021 and held it in 12 quarters. The position peaked at $3.55M in Q4 2021. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

NewSquare Capital reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 291 IQVIA shares in Q3 2025, an estimated $45.9K.
NewSquare Capital first reported a position in IQVIA in Q3 2021 and held it in 12 quarters.
NewSquare Capital's IQVIA position peaked at $3.55M in Q4 2021.
1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.