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Roberts Capital Advisors’s IQVIA IQV Stock Holding History

Roberts Capital 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
Q1 		– Sell
-1,864
Closed -$366K – 94
2024
Q4 		$366K Hold
1,864
– – 0.31% 71
2024
Q3 		$442K Hold
1,864
– – 0.38% 72
2024
Q2 		$471K Hold
1,864
– – 0.45% 63
2024
Q1 		$471K Buy
+1,864
New +$435K 0.45% 63
2022
Q3 		$362K Hold
1,999
– – 0.52% 66
2022
Q2 		$434K Hold
1,999
– – 0.6% 52
2022
Q1 		$462K Hold
1,999
– – 0.48% 73
2021
Q4 		$564K Buy
+1,999
New +$519K 0.53% 64

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roberts Capital Advisors's IQV Position: Q1 2025 in Review

Roberts Capital Advisors sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,864 shares — an estimated $366K sold.

Roberts Capital Advisors first reported a position in IQV in Q4 2021 and held it in 8 quarters. The position peaked at $564K in Q4 2021. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Roberts Capital Advisors reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 1,864 IQVIA shares in Q1 2025, an estimated $366K.
  • Roberts Capital Advisors first reported a position in IQVIA in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's IQVIA position peaked at $564K in Q4 2021.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.