Synergy Asset Management’s IQVIA IQV Stock Holding History

Synergy Asset 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 Q1	–	Sell	-169	Closed	-$40K	–	448
2024 Q4	$40K	Buy	+169	New	+$35.6K	﹤0.01%	297

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Asset Management's IQV Position: Q1 2025 in Review

Synergy Asset Management sold out of IQVIA (IQV) in Q1 2025, closing a stake of 169 shares — an estimated $40K sold.

Synergy Asset Management first reported a position in IQV in Q4 2024 and held it in 1 quarter. The position peaked at $40K in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Synergy Asset Management reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 169 IQVIA shares in Q1 2025, an estimated $40K.
Synergy Asset Management first reported a position in IQVIA in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's IQVIA position peaked at $40K in Q4 2024.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.