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Petrus Trust Company’s IQVIA IQV Stock Holding History

Petrus Trust Company’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
-1,561
Closed -$246K – 345
2025
Q2 		$246K Sell
1,561
-1,510
-49% -$227K 0.03% 398
2025
Q1 		$541K Buy
3,071
+1,848
+151% +$359K 0.05% 163
2024
Q4 		$240K Buy
+1,223
New +$258K 0.02% 504
2024
Q3 		– Sell
-2,285
Closed -$483K – 645
2024
Q2 		$483K Buy
+2,285
New +$519K 0.05% 244
2023
Q2 		– Sell
-1,610
Closed -$320K – 671
2023
Q1 		$320K Buy
+1,610
New +$344K 0.04% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Petrus Trust Company's IQV Position: Q3 2025 in Review

Petrus Trust Company sold out of IQVIA (IQV) in Q3 2025, closing a stake of 1,561 shares — an estimated $246K sold.

Petrus Trust Company first reported a position in IQV in Q1 2023 and held it in 5 quarters. The position peaked at $541K in Q1 2025. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Petrus Trust Company reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,561 IQVIA shares in Q3 2025, an estimated $246K.
  • Petrus Trust Company first reported a position in IQVIA in Q1 2023 and held it in 5 quarters.
  • Petrus Trust Company's IQVIA position peaked at $541K in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.