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Oak Harbor Wealth Partners’s IQVIA IQV Stock Holding History

Oak Harbor Wealth Partners’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
-1,579
Closed -$278K – 259
2025
Q1 		$278K Sell
1,579
-1,704
-52% -$331K 0.08% 174
2024
Q4 		$645K Sell
3,283
-49
-1% -$10.3K 0.19% 105
2024
Q3 		$790K Buy
3,332
+282
+9% +$66.6K 0.23% 100
2024
Q2 		$645K Buy
3,050
+35
+1% +$7.95K 0.2% 102
2024
Q1 		$762K Buy
3,015
+37
+1% +$8.64K 0.24% 86
2023
Q4 		$689K Sell
2,978
-333
-10% -$68.4K 0.23% 94
2023
Q3 		$651K Buy
3,311
+223
+7% +$48.4K 0.23% 94
2023
Q2 		$694K Sell
3,088
-85
-3% -$17.1K 0.24% 85
2023
Q1 		$631K Buy
3,173
+671
+27% +$143K 0.23% 92
2022
Q4 		$513K Buy
2,502
+76
+3% +$15.4K 0.2% 97
2022
Q3 		$439K Buy
2,426
+162
+7% +$35.5K 0.17% 100
2022
Q2 		$491K Buy
2,264
+461
+26% +$100K 0.2% 91
2022
Q1 		$417K Buy
1,803
+236
+15% +$55.9K 0.14% 107
2021
Q4 		$442K Buy
+1,567
New +$407K 0.15% 103

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 $3.38T AUM 44.17% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Harbor Wealth Partners's IQV Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,579 shares — an estimated $278K sold.

Oak Harbor Wealth Partners first reported a position in IQV in Q4 2021 and held it in 14 quarters. The position peaked at $790K in Q3 2024. 980 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,579 IQVIA shares in Q2 2025, an estimated $278K.
  • Oak Harbor Wealth Partners first reported a position in IQVIA in Q4 2021 and held it in 14 quarters.
  • Oak Harbor Wealth Partners's IQVIA position peaked at $790K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.