IQV β€” IQVIA HLDGS INC COM ADDED

Ownership history in FDx Advisors, Inc.  Β·  29 quarters on record

AI Ownership Summary

FDx Advisors, Inc. reported IQVIA HLDGS INC COM ADDED (IQV) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows IQV at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IQV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FDx Advisors, Inc.'s position in IQVIA HLDGS INC COM ADDED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IQV was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FDx Advisors, Inc. held IQV β€” position size vs. price
% of Fund (quarterly)    IQV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,205 +264 +28.1% 0.08% $261K 2025-11-04 $210.96
2024 Q3 REDUCED 941 -62 -6.2% 0.06% $223K 2024-11-04 $210.19
2024 Q2 REDUCED 1,003 -116 -10.4% 0.06% $212K 2024-08-02 $241.78
2024 Q1 REDUCED 1,119 -1,382 -55.3% 0.04% $283K 2024-05-03 $223.37
2023 Q4 ADDED 2,501 +324 +14.9% 0.04% $579K 2024-02-13 $215.27
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FDx Advisors, Inc. and IQV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FDx Advisors, Inc. reported owning IQV?

FDx Advisors, Inc. reported IQV across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IQV position in FDx Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IQV was 0.08% in 2025 Q3.

What is the latest reported IQV position on this page?

The most recent filing on this page is 2025 Q3, when FDx Advisors, Inc. reported 1,205 shares, equal to 0.08% of portfolio, with an estimated market value of $261K.

What does the chart on this IQV ownership page compare?

The chart compares FDx Advisors, Inc.'s quarterly IQV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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