ORG Wealth Partners’s IQVIA IQV Stock Holding History

ORG 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 Q3	–	Sell	-614	Closed	-$99.8K	–	663
2025 Q2	$99.8K	Buy	614 +261	+74%	+$39.3K	0.02%	243
2025 Q1	$60.4K	Buy	+353	New	+$68.5K	0.02%	331

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

ORG Wealth Partners's IQV Position: Q3 2025 in Review

ORG Wealth Partners sold out of IQVIA (IQV) in Q3 2025, closing a stake of 614 shares — an estimated $99.8K sold.

ORG Wealth Partners first reported a position in IQV in Q1 2025 and held it in 2 quarters. The position peaked at $99.8K in Q2 2025. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

ORG Wealth Partners reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 614 IQVIA shares in Q3 2025, an estimated $99.8K.
ORG Wealth Partners first reported a position in IQVIA in Q1 2025 and held it in 2 quarters.
ORG Wealth Partners's IQVIA position peaked at $99.8K in Q2 2025.
1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.