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Waldron Private Wealth’s IQVIA IQV Stock Holding History

Waldron Private Wealth’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
-2,361
Closed -$464K – 358
2024
Q4 		$464K Sell
2,361
-56
-2% -$11.8K 0.02% 259
2024
Q3 		$573K Buy
2,417
+6
+0.2% +$1.42K 0.02% 234
2024
Q2 		$510K Buy
2,411
+66
+3% +$15K 0.02% 230
2024
Q1 		$593K Buy
2,345
+9
+0.4% +$2.1K 0.03% 216
2023
Q4 		$541K Sell
2,336
-22
-0.9% -$4.52K 0.03% 225
2023
Q3 		$464K Buy
2,358
+939
+66% +$204K 0.02% 242
2023
Q2 		$319K Buy
1,419
+70
+5% +$14.1K 0.02% 280
2023
Q1 		$268K Buy
1,349
+48
+4% +$10.3K 0.01% 341
2022
Q4 		$235K Hold
1,301
– – 0.01% 332
2022
Q3 		$235K Buy
1,301
+26
+2% +$5.7K 0.01% 334
2022
Q2 		$276K Sell
1,275
-114
-8% -$24.8K 0.02% 310
2022
Q1 		$321K Buy
1,389
+59
+4% +$14K 0.02% 297
2021
Q4 		$375K Buy
1,330
+120
+10% +$31.1K 0.02% 283
2021
Q3 		$289K Hold
1,210
– – 0.02% 283
2021
Q2 		$293K Hold
1,210
– – 0.02% 275
2021
Q1 		$233K Sell
1,210
-36
-3% -$6.76K 0.02% 274
2020
Q4 		$223K Buy
+1,246
New +$210K 0.02% 267

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waldron Private Wealth's IQV Position: Q1 2025 in Review

Waldron Private Wealth sold out of IQVIA (IQV) in Q1 2025, closing a stake of 2,361 shares — an estimated $464K sold.

Waldron Private Wealth first reported a position in IQV in Q4 2020 and held it in 17 quarters. The position peaked at $593K in Q1 2024. 992 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Waldron Private Wealth reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,361 IQVIA shares in Q1 2025, an estimated $464K.
  • Waldron Private Wealth first reported a position in IQVIA in Q4 2020 and held it in 17 quarters.
  • Waldron Private Wealth's IQVIA position peaked at $593K in Q1 2024.
  • 992 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.