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Security National Bank’s IQVIA IQV Stock Holding History

Security National Bank’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
-178
Closed -$31.4K – 323
2025
Q1 		$31.4K Hold
178
– – 0.01% 239
2024
Q4 		$35K Hold
178
– – 0.01% 230
2024
Q3 		$42.2K Hold
178
– – 0.01% 207
2024
Q2 		$37.6K Hold
178
– – 0.01% 212
2024
Q1 		$45K Hold
178
– – 0.01% 200
2023
Q4 		$41.2K Buy
+178
New +$36.5K 0.01% 212

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

Security National Bank's IQV Position: Q2 2025 in Review

Security National Bank sold out of IQVIA (IQV) in Q2 2025, closing a stake of 178 shares — an estimated $31.4K sold.

Security National Bank first reported a position in IQV in Q4 2023 and held it in 6 quarters. The position peaked at $45K in Q1 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Security National Bank reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Security National Bank sold 178 IQVIA shares in Q2 2025, an estimated $31.4K.
  • Security National Bank first reported a position in IQVIA in Q4 2023 and held it in 6 quarters.
  • Security National Bank's IQVIA position peaked at $45K in Q1 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Security National Bank's 13F filing for Q2 2025, filed 10 Jul 2025.