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Semmax Financial Advisors’s IQVIA IQV Stock Holding History

Semmax Financial 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
Q2 		$2.82M Sell
15,696
-3,309
-17% -$498K 0.73% 53
2025
Q1 		$2.83M Buy
19,005
+1,518
+9% +$294K 0.77% 52
2024
Q4 		$3.43M Buy
17,487
+1,061
+6% +$224K 0.91% 47
2024
Q3 		$3.51M Buy
16,426
+24
+0.1% +$5.67K 0.96% 42
2024
Q2 		$3.91M Buy
16,402
+1,771
+12% +$402K 1.18% 28
2024
Q1 		$3.35M Buy
14,631
+1,887
+15% +$441K 1.1% 40
2023
Q4 		$2.74M Buy
12,744
+1,139
+10% +$234K 1% 45
2023
Q3 		$2.25M Buy
+11,605
New +$2.52M 0.9% 45
2022
Q4 		$1.62M Buy
7,324
+688
+10% +$140K 0.65% 47
2022
Q3 		$1.38M Sell
6,636
-1,092
-14% -$239K 0.58% 48
2022
Q2 		$1.85M Sell
7,728
-781
-9% -$170K 0.76% 47
2022
Q1 		$1.97M Sell
8,509
-740
-8% -$175K 0.77% 53
2021
Q4 		$2.61M Sell
9,249
-2,598
-22% -$674K 0.96% 43
2021
Q3 		$2.84M Sell
11,847
-1,206
-9% -$304K 0.98% 42
2021
Q2 		$3.16M Buy
13,053
+793
+6% +$183K 1.01% 40
2021
Q1 		$2.37M Buy
12,260
+1,869
+18% +$351K 0.84% 47
2020
Q4 		$1.86M Buy
10,391
+854
+9% +$144K 0.77% 51
2020
Q3 		$1.5M Buy
9,537
+713
+8% +$112K 0.72% 54
2020
Q2 		$1.25M Buy
8,824
+569
+7% +$77.1K 0.66% 57
2020
Q1 		$890K Buy
8,255
+1,456
+21% +$208K 0.56% 58
2019
Q4 		$1.05M Buy
6,799
+539
+9% +$78.7K 0.58% 58
2019
Q3 		$935K Buy
6,260
+862
+16% +$134K 0.56% 56
2019
Q2 		$869K Buy
5,398
+2,650
+96% +$372K 0.56% 56
2019
Q1 		$395K Buy
2,748
+1,552
+130% +$207K 0.27% 96
2018
Q4 		$139K Buy
+1,196
New +$145K 0.11% 131

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

Semmax Financial Advisors's IQV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its IQVIA (IQV) stake by 17% in Q2 2025, selling an estimated $498K and leaving 15,696 shares worth $2.82M. The position accounts for 0.73% of the portfolio, ranked #53.

Semmax Financial Advisors first reported a position in IQV in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.91M in Q2 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Semmax Financial Advisors held 15,696 shares of IQVIA worth $2.82M as of Q2 2025.
  • Semmax Financial Advisors sold 3,309 IQVIA shares in Q2 2025, an estimated $498K.
  • IQVIA made up 0.73% of Semmax Financial Advisors's portfolio in Q2 2025, its #53 holding.
  • Semmax Financial Advisors first reported a position in IQVIA in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's IQVIA position peaked at $3.91M in Q2 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.