West Branch Capital’s IQVIA IQV Stock Holding History

West Branch Capital’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	-13	Closed	-$2.56K	–	553
2024 Q4	$2.56K	Buy	+13	New	+$2.74K	﹤0.01%	370

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

West Branch Capital's IQV Position: Q1 2025 in Review

West Branch Capital sold out of IQVIA (IQV) in Q1 2025, closing a stake of 13 shares — an estimated $2.56K sold.

West Branch Capital first reported a position in IQV in Q4 2024 and held it in 1 quarter. The position peaked at $2.56K in Q4 2024. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

West Branch Capital reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 13 IQVIA shares in Q1 2025, an estimated $2.56K.
West Branch Capital first reported a position in IQVIA in Q4 2024 and held it in 1 quarter.
West Branch Capital's IQVIA position peaked at $2.56K in Q4 2024.
989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.