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Stack Financial Management’s IQVIA IQV Stock Holding History

Stack Financial 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
-89,005
Closed -$15.7M – 51
2025
Q1 		$15.7M Sell
89,005
-91
-0.1% -$17.7K 1.31% 35
2024
Q4 		$17.5M Sell
89,096
-2,198
-2% -$464K 1.6% 28
2024
Q3 		$21.6M Buy
91,294
+305
+0.3% +$72K 1.94% 23
2024
Q2 		$19.2M Buy
90,989
+82
+0.1% +$18.6K 1.78% 26
2024
Q1 		$23M Buy
90,907
+205
+0.2% +$47.9K 2.11% 19
2023
Q4 		$21M Sell
90,702
-1,241
-1% -$255K 2.37% 17
2023
Q3 		$18.1M Buy
+91,943
New +$20M 2.11% 21

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

Stack Financial Management's IQV Position: Q2 2025 in Review

Stack Financial Management sold out of IQVIA (IQV) in Q2 2025, closing a stake of 89,005 shares — an estimated $15.7M sold.

Stack Financial Management first reported a position in IQV in Q3 2023 and held it in 7 quarters. The position peaked at $23M in Q1 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Stack Financial Management reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Stack Financial Management sold 89,005 IQVIA shares in Q2 2025, an estimated $15.7M.
  • Stack Financial Management first reported a position in IQVIA in Q3 2023 and held it in 7 quarters.
  • Stack Financial Management's IQVIA position peaked at $23M in Q1 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

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