PFGIA
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Patriot Financial Group Insurance Agency’s IQVIA IQV Stock Holding History

Patriot Financial Group Insurance Agency’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
-9,769
Closed -$1.54M – 541
2025
Q2 		$1.54M Buy
9,769
+1,132
+13% +$170K 0.18% 143
2025
Q1 		$1.52M Buy
8,637
+1,254
+17% +$243K 0.2% 122
2024
Q4 		$1.45M Buy
7,383
+661
+10% +$139K 0.19% 116
2024
Q3 		$1.59M Sell
6,722
-245
-4% -$57.8K 0.21% 109
2024
Q2 		$1.47M Buy
6,967
+1,190
+21% +$270K 0.22% 107
2024
Q1 		$1.46M Buy
5,777
+25
+0.4% +$5.84K 0.23% 104
2023
Q4 		$1.33M Buy
5,752
+1,011
+21% +$208K 0.25% 97
2023
Q3 		$933K Buy
4,741
+1,025
+28% +$223K 0.19% 140
2023
Q2 		$835K Sell
3,716
-507
-12% -$102K 0.16% 158
2023
Q1 		$840K Buy
4,223
+42
+1% +$8.98K 0.17% 141
2022
Q4 		$857K Buy
4,181
+188
+5% +$38.1K 0.12% 126
2022
Q3 		$723K Buy
3,993
+140
+4% +$30.7K 0.18% 146
2022
Q2 		$836K Buy
3,853
+215
+6% +$46.7K 0.17% 133
2022
Q1 		$841K Buy
3,638
+457
+14% +$108K 0.15% 152
2021
Q4 		$897K Buy
3,181
+74
+2% +$19.2K 0.15% 143
2021
Q3 		$744K Buy
3,107
+566
+22% +$143K 0.13% 174
2021
Q2 		$616K Buy
2,541
+609
+32% +$141K 0.11% 193
2021
Q1 		$373K Buy
1,932
+1,063
+122% +$200K 0.09% 244
2020
Q4 		$156K Buy
869
+87
+11% +$14.7K 0.04% 401
2020
Q3 		$123K Buy
782
+184
+31% +$28.8K 0.04% 355
2020
Q2 		$85K Buy
598
+290
+94% +$39.3K 0.03% 384
2020
Q1 		$33K Buy
308
+97
+46% +$13.9K 0.02% 539
2019
Q4 		$33K Buy
211
+167
+380% +$24.4K 0.01% 569
2019
Q3 		$7K Buy
44
+1
+2% +$156 ﹤0.01% 872
2019
Q2 		$7K Buy
43
+4
+10% +$561 ﹤0.01% 873
2019
Q1 		$6K Buy
39
+1
+3% +$133 ﹤0.01% 808
2018
Q4 		$4K Hold
38
– – ﹤0.01% 764
2018
Q3 		$5K Buy
+38
New +$4.56K ﹤0.01% 740

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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IQV Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of IQVIA (IQV) in Q3 2025, closing a stake of 9,769 shares — an estimated $1.54M sold.

Patriot Financial Group Insurance Agency first reported a position in IQV in Q3 2018 and held it in 28 quarters. The position peaked at $1.59M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,769 IQVIA shares in Q3 2025, an estimated $1.54M.
  • Patriot Financial Group Insurance Agency first reported a position in IQVIA in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's IQVIA position peaked at $1.59M in Q3 2024.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.