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Orion Portfolio Solutions’s IQVIA IQV Stock Holding History

Orion Portfolio Solutions’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 		$3.22M Buy
18,270
+2,167
+13% +$420K 0.03% 499
2024
Q4 		$3.16M Sell
16,103
-216
-1% -$45.6K 0.03% 487
2024
Q3 		$3.87M Buy
16,319
+364
+2% +$85.9K 0.04% 413
2024
Q2 		$3.37M Sell
15,955
-34,458
-68% -$7.83M 0.04% 425
2024
Q1 		$12.7M Buy
50,413
+1,510
+3% +$353K 0.14% 154
2023
Q4 		$11M Sell
48,903
-10,784
-18% -$2.21M 0.13% 165
2023
Q3 		$11.7M Sell
59,687
-3,698
-6% -$803K 0.14% 147
2023
Q2 		$14.2M Buy
+63,385
New +$12.7M 0.15% 133
2023
Q1 		– Sell
-6,816
Closed -$1.4M – 1579
2022
Q4 		$1.4M Buy
6,816
+162
+2% +$32.9K 0.05% 243
2022
Q3 		$1.21M Buy
6,654
+294
+5% +$64.4K 0.05% 222
2022
Q2 		$1.38M Sell
6,360
-910
-13% -$198K 0.06% 200
2022
Q1 		$1.68M Buy
7,270
+512
+8% +$121K 0.06% 193
2021
Q4 		$1.91M Buy
6,758
+500
+8% +$130K 0.06% 181
2021
Q3 		$1.5M Buy
6,258
+1,003
+19% +$253K 0.06% 199
2021
Q2 		$1.27M Buy
5,255
+831
+19% +$192K 0.05% 197
2021
Q1 		$854K Buy
4,424
+434
+11% +$81.5K 0.04% 230
2020
Q4 		$715K Buy
3,990
+1,744
+78% +$294K 0.03% 239
2020
Q3 		$354K Buy
2,246
+1,777
+379% +$278K 0.02% 316
2020
Q2 		$67K Buy
469
+160
+52% +$21.7K ﹤0.01% 641
2020
Q1 		$33K Buy
309
+101
+49% +$14.4K ﹤0.01% 693
2019
Q4 		$32K Buy
+208
New +$30.4K ﹤0.01% 653

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's IQV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its IQVIA (IQV) stake by 13% in Q1 2025, buying an estimated $420K and bringing the position to 18,270 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #499.

Orion Portfolio Solutions first reported a position in IQV in Q4 2019 and has held it in 21 quarters since. The position peaked at $14.2M in Q2 2023. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Orion Portfolio Solutions held 18,270 shares of IQVIA worth $3.22M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,167 IQVIA shares in Q1 2025, an estimated $420K.
  • IQVIA made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #499 holding.
  • Orion Portfolio Solutions first reported a position in IQVIA in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's IQVIA position peaked at $14.2M in Q2 2023.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.