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Rise Advisors’s IQVIA IQV Stock Holding History

Rise 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
Q4 		– Sell
-145
Closed -$27.5K – 747
2025
Q3 		$27.5K Buy
145
+9
+7% +$1.64K 0.01% 414
2025
Q2 		$21.4K Hold
136
– – 0.01% 491
2025
Q1 		$24K Buy
136
+9
+7% +$1.75K 0.01% 415
2024
Q4 		$25K Buy
127
+3
+2% +$633 0.01% 506
2024
Q3 		$29.4K Hold
124
– – 0.01% 426
2024
Q2 		$26.2K Hold
124
– – 0.01% 450
2024
Q1 		$31.4K Buy
+124
New +$28.9K 0.02% 367

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Rise Advisors's IQV Position: Q4 2025 in Review

Rise Advisors sold out of IQVIA (IQV) in Q4 2025, closing a stake of 145 shares — an estimated $27.5K sold.

Rise Advisors first reported a position in IQV in Q1 2024 and held it in 7 quarters. The position peaked at $31.4K in Q1 2024. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Rise Advisors reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 145 IQVIA shares in Q4 2025, an estimated $27.5K.
  • Rise Advisors first reported a position in IQVIA in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's IQVIA position peaked at $31.4K in Q1 2024.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.