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Phoenix Financial’s IQVIA IQV Stock Holding History

Phoenix Financial’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
-1,174
Closed -$208K – 436
2025
Q1 		$208K Sell
1,174
-204
-15% -$39.6K ﹤0.01% 347
2024
Q4 		$271K Buy
1,378
+241
+21% +$50.8K ﹤0.01% 317
2024
Q3 		$270K Sell
1,137
-68
-6% -$16.1K ﹤0.01% 305
2024
Q2 		$256K Buy
1,205
+107
+10% +$24.3K ﹤0.01% 302
2024
Q1 		$277K Sell
1,098
-313
-22% -$73.1K ﹤0.01% 338
2023
Q4 		$328K Sell
1,411
-200
-12% -$41.1K 0.01% 268
2023
Q3 		$320K Hold
1,611
– – 0.01% 279
2023
Q2 		$356K Buy
1,611
+251
+18% +$50.4K 0.01% 258
2023
Q1 		$263K Sell
1,360
-2,424
-64% -$518K 0.01% 249
2022
Q4 		$786K Sell
3,784
-1,257
-25% -$255K 0.02% 201
2022
Q3 		$926K Sell
5,041
-1,469
-23% -$322K 0.02% 203
2022
Q2 		$1.38M Sell
6,510
-4,681
-42% -$1.02M 0.03% 201
2022
Q1 		$2.6M Sell
11,191
-2,596
-19% -$615K 0.04% 173
2021
Q4 		$3.89M Buy
13,787
+12,415
+905% +$3.22M 0.06% 139
2021
Q3 		$332K Buy
+1,372
New +$346K 0.01% 352
2021
Q2 		– Sell
-3,067
Closed -$585K – 361
2021
Q1 		$585K Sell
3,067
-22,459
-88% -$4.22M 0.01% 304
2020
Q4 		$4.52M Buy
25,526
+12,050
+89% +$2.03M 0.12% 142
2020
Q3 		$1.96M Buy
13,476
+769
+6% +$121K 0.08% 157
2020
Q2 		$1.65M Buy
12,707
+2,969
+30% +$402K 0.07% 179
2020
Q1 		$1.04M Buy
+9,738
New +$1.39M 0.05% 203

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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's IQV Position: Q2 2025 in Review

Phoenix Financial sold out of IQVIA (IQV) in Q2 2025, closing a stake of 1,174 shares — an estimated $208K sold.

Phoenix Financial first reported a position in IQV in Q1 2020 and held it in 20 quarters. The position peaked at $4.52M in Q4 2020. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Phoenix Financial reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 1,174 IQVIA shares in Q2 2025, an estimated $208K.
  • Phoenix Financial first reported a position in IQVIA in Q1 2020 and held it in 20 quarters.
  • Phoenix Financial's IQVIA position peaked at $4.52M in Q4 2020.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.