PUREfi Wealth’s IQVIA IQV Stock Holding History

PUREfi Wealth’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	–	Sell	-1,090	Closed	-$214K	–	157
2024 Q4	$214K	Buy	+1,090	New	+$230K	0.21%	140

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PUREfi Wealth's IQV Position: Q1 2025 in Review

PUREfi Wealth sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,090 shares — an estimated $214K sold.

PUREfi Wealth first reported a position in IQV in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

PUREfi Wealth reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 1,090 IQVIA shares in Q1 2025, an estimated $214K.
PUREfi Wealth first reported a position in IQVIA in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's IQVIA position peaked at $214K in Q4 2024.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.