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Stonebridge Financial Group (Pennsylvania)’s IQVIA IQV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-8
Closed -$1.41K – 563
2025
Q1 		$1.41K Buy
+8
New +$1.55K ﹤0.01% 799

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

Stonebridge Financial Group (Pennsylvania)'s IQV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of IQVIA (IQV) in Q2 2025, closing a stake of 8 shares — an estimated $1.41K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IQV in Q1 2025 and held it in 1 quarter. The position peaked at $1.41K in Q1 2025. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining IQVIA position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 8 IQVIA shares in Q2 2025, an estimated $1.41K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in IQVIA in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s IQVIA position peaked at $1.41K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.