Welch & Forbes’s IQVIA IQV Stock Holding History

Welch & Forbes’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	-2,001	Closed	-$393K	–	378
2024 Q4	$393K	Sell	2,001 -11	-0.5%	-$2.32K	0.01%	302
2024 Q3	$477K	Hold	2,012	–	–	0.01%	294
2024 Q2	$429K	Sell	2,012 -8	-0.4%	-$1.82K	0.01%	299
2024 Q1	$511K	Sell	2,020 -592	-23%	-$138K	0.01%	287
2023 Q4	$604K	Hold	2,612	–	–	0.01%	264
2023 Q3	$514K	Sell	2,612 -21	-0.8%	-$4.56K	0.01%	278
2023 Q2	$592K	Buy	2,633 +33	+1%	+$6.63K	0.01%	271
2023 Q1	$517K	Hold	2,600	–	–	0.01%	273
2022 Q4	$533K	Sell	2,600 -200	-7%	-$40.6K	0.01%	274
2022 Q3	$507K	Hold	2,800	–	–	0.01%	275
2022 Q2	$608K	Hold	2,800	–	–	0.01%	263
2022 Q1	$647K	Hold	2,800	–	–	0.01%	267
2021 Q4	$790K	Hold	2,800	–	–	0.01%	253
2021 Q3	$671K	Hold	2,800	–	–	0.01%	258
2021 Q2	$678K	Buy	+2,800	New	+$647K	0.01%	262

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

Welch & Forbes's IQV Position: Q1 2025 in Review

Welch & Forbes sold out of IQVIA (IQV) in Q1 2025, closing a stake of 2,001 shares — an estimated $393K sold.

Welch & Forbes first reported a position in IQV in Q2 2021 and held it in 15 quarters. The position peaked at $790K in Q4 2021. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

Welch & Forbes reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
Welch & Forbes sold 2,001 IQVIA shares in Q1 2025, an estimated $393K.
Welch & Forbes first reported a position in IQVIA in Q2 2021 and held it in 15 quarters.
Welch & Forbes's IQVIA position peaked at $790K in Q4 2021.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Welch & Forbes's 13F filing for Q1 2025, filed 2 May 2025.