Northeast Financial Consultants’s IQVIA IQV Stock Holding History

Northeast Financial Consultants’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	-1,500	Closed	-$295K	–	284
2024 Q4	$295K	Sell	1,500 -1,040	-41%	-$219K	0.01%	242
2024 Q3	$602K	Hold	2,540	–	–	0.03%	184
2024 Q2	$537K	Hold	2,540	–	–	0.02%	181
2024 Q1	$642K	Sell	2,540 -1,040	-29%	-$243K	0.03%	172
2023 Q4	$828K	Buy	3,580 +1,500	+72%	+$308K	0.05%	156
2023 Q3	$409K	Hold	2,080	–	–	0.03%	199
2023 Q2	$468K	Hold	2,080	–	–	0.03%	189
2023 Q1	$414K	Hold	2,080	–	–	0.03%	214
2022 Q4	$426K	Hold	2,080	–	–	0.03%	208
2022 Q3	$377K	Hold	2,080	–	–	0.03%	230
2022 Q2	$451K	Hold	2,080	–	–	0.03%	204
2022 Q1	$481K	Hold	2,080	–	–	0.03%	236
2021 Q4	$587K	Hold	2,080	–	–	0.04%	207
2021 Q3	$498K	Hold	2,080	–	–	0.03%	225
2021 Q2	$504K	Hold	2,080	–	–	0.03%	221
2021 Q1	$402K	Hold	2,080	–	–	0.03%	232
2020 Q4	$373K	Hold	2,080	–	–	0.03%	230
2020 Q3	$328K	Hold	2,080	–	–	0.03%	221
2020 Q2	$295K	Hold	2,080	–	–	0.03%	221
2020 Q1	$224K	Hold	2,080	–	–	0.03%	233
2019 Q4	$321K	Hold	2,080	–	–	0.03%	226
2019 Q3	$311K	Hold	2,080	–	–	0.03%	238
2019 Q2	$335K	Sell	2,080 -2,386	-53%	-$335K	0.03%	227
2019 Q1	$642K	Buy	+4,466	New	+$595K	0.07%	156
2018 Q4	–	Sell	-4,466	Closed	-$579K	–	180
2018 Q3	$579K	Buy	+4,466	New	+$536K	0.16%	78

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northeast Financial Consultants's IQV Position: Q1 2025 in Review

Northeast Financial Consultants sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,500 shares — an estimated $295K sold.

Northeast Financial Consultants first reported a position in IQV in Q3 2018 and held it in 25 quarters. The position peaked at $828K in Q4 2023. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Northeast Financial Consultants reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Northeast Financial Consultants sold 1,500 IQVIA shares in Q1 2025, an estimated $295K.
Northeast Financial Consultants first reported a position in IQVIA in Q3 2018 and held it in 25 quarters.
Northeast Financial Consultants's IQVIA position peaked at $828K in Q4 2023.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Northeast Financial Consultants's 13F filing for Q1 2025, filed 16 May 2025.