PWMA
IQV icon

Pension & Wealth Management Advisors’s IQVIA IQV Stock Holding History

Pension & Wealth Management Advisors’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
-5
Closed -$882 – 516
2025
Q1 		$882 Hold
5
– – ﹤0.01% 443
2024
Q4 		$983 Buy
+5
New +$1.05K ﹤0.01% 438

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 $3.37T AUM 44.26% 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

Pension & Wealth Management Advisors's IQV Position: Q2 2025 in Review

Pension & Wealth Management Advisors sold out of IQVIA (IQV) in Q2 2025, closing a stake of 5 shares — an estimated $882 sold.

Pension & Wealth Management Advisors first reported a position in IQV in Q4 2024 and held it in 2 quarters. The position peaked at $983 in Q4 2024. 979 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Pension & Wealth Management Advisors reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 IQVIA shares in Q2 2025, an estimated $882.
  • Pension & Wealth Management Advisors first reported a position in IQVIA in Q4 2024 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's IQVIA position peaked at $983 in Q4 2024.
  • 979 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2025, filed 7 Aug 2026.