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WealthTrak Capital Management’s IQVIA IQV Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-25
Closed -$3.94K – 481
2025
Q2 		$3.94K Buy
25
+18
+257% +$2.71K ﹤0.01% 328
2025
Q1 		$1.24K Buy
7
+3
+75% +$582 ﹤0.01% 479
2024
Q4 		$787 Buy
+4
New +$844 ﹤0.01% 486

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WealthTrak Capital Management's IQV Position: Q3 2025 in Review

WealthTrak Capital Management sold out of IQVIA (IQV) in Q3 2025, closing a stake of 25 shares — an estimated $3.94K sold.

WealthTrak Capital Management first reported a position in IQV in Q4 2024 and held it in 3 quarters. The position peaked at $3.94K in Q2 2025. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • WealthTrak Capital Management reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 IQVIA shares in Q3 2025, an estimated $3.94K.
  • WealthTrak Capital Management first reported a position in IQVIA in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's IQVIA position peaked at $3.94K in Q2 2025.
  • 1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.