IQV IQVIA HLDGS INC

Ownership history in Stonebrook Private Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Stonebrook Private Inc. reported a position in IQVIA HLDGS INC (IQV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2024 Q3)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,625 -138 -3.7% 0.15% $689K $189.94
2025 Q2 REDUCED 3,763 -124 -3.2% 0.14% $593K $157.59
2025 Q1 ADDED 3,887 +271 +7.5% 0.18% $685K $176.30
2024 Q4 REDUCED 3,616 -569 -13.6% 0.19% $711K $196.51
2024 Q3 ADDED 4,185 +8 +0.2% 0.26% $992K $236.97
2024 Q2 ADDED 4,177 +838 +25.1% 0.25% $883K $211.44
2024 Q1 ADDED 3,339 +286 +9.4% 0.25% $844K $252.89
2023 Q4 INITIATED 3,053 0.24% $706K
% of Fund (quarterly)    IQV price (monthly, adj. close)
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