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Jackson Thornton Wealth Management’s IQVIA IQV Stock Holding History

Jackson Thornton Wealth 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
2026
Q1 		– Sell
-1,984
Closed -$477K – 311
2025
Q4 		$477K Buy
1,984
+275
+16% +$59.8K 0.05% 117
2025
Q3 		$343K Buy
+1,709
New +$311K 0.03% 157

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jackson Thornton Wealth Management's IQV Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,984 shares — an estimated $477K sold.

Jackson Thornton Wealth Management first reported a position in IQV in Q3 2025 and held it in 2 quarters. The position peaked at $477K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,984 IQVIA shares in Q1 2026, an estimated $477K.
  • Jackson Thornton Wealth Management first reported a position in IQVIA in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's IQVIA position peaked at $477K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.