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Ruedi Wealth Management’s IQVIA IQV Stock Holding History

Ruedi Wealth Management’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
-45
Closed -$7.93K – 184
2025
Q1 		$7.93K Hold
45
– – ﹤0.01% 182
2024
Q4 		$8.84K Hold
45
– – ﹤0.01% 176
2024
Q3 		$10.7K Sell
45
-2
-4% -$472 ﹤0.01% 166
2024
Q2 		$9.94K Buy
47
+2
+4% +$454 ﹤0.01% 183
2024
Q1 		$11.4K Buy
+45
New +$10.5K ﹤0.01% 156

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

Ruedi Wealth Management's IQV Position: Q2 2025 in Review

Ruedi Wealth Management sold out of IQVIA (IQV) in Q2 2025, closing a stake of 45 shares — an estimated $7.93K sold.

Ruedi Wealth Management first reported a position in IQV in Q1 2024 and held it in 5 quarters. The position peaked at $11.4K in Q1 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Ruedi Wealth Management reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 45 IQVIA shares in Q2 2025, an estimated $7.93K.
  • Ruedi Wealth Management first reported a position in IQVIA in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's IQVIA position peaked at $11.4K in Q1 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.