Strategic Global Advisors’s IQVIA IQV Stock Holding History

Strategic Global 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 Q3	–	Sell	-4,844	Closed	-$763K	–	155
2025 Q2	$763K	Buy	4,844 +176	+4%	+$26.5K	0.12%	117
2025 Q1	$823K	Hold	4,668	–	–	0.16%	113
2024 Q4	$917K	Buy	4,668 +285	+7%	+$60.1K	0.17%	105
2024 Q3	$1.04M	Sell	4,383 -36	-0.8%	-$8.5K	0.2%	106
2024 Q2	$934K	Buy	4,419 +84	+2%	+$19.1K	0.2%	105
2024 Q1	$1.1M	Sell	4,335 -141	-3%	-$32.9K	0.24%	98
2023 Q4	$1.04M	Sell	4,476 -26,270	-85%	-$5.39M	0.24%	109
2023 Q3	$6.05M	Sell	30,746 -1,527	-5%	-$332K	1.01%	33
2023 Q2	$7.25M	Sell	32,273 -2,362	-7%	-$474K	1.12%	31
2023 Q1	$6.89M	Sell	34,635 -3,032	-8%	-$648K	1.11%	33
2022 Q4	$7.72M	Buy	+37,667	New	+$7.64M	1.24%	26

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return