JFG
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Jefferies Financial Group’s IQVIA IQV Stock Holding History

Jefferies Financial Group’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 		$37.3M Buy
218,675
+81,610
+60% +$15.9M 0.26% 69
2025
Q4 		$30.9M Buy
137,065
+3,250
+2% +$707K 0.16% 121
2025
Q3 		$25.4M Sell
133,815
-92,873
-41% -$16.9M 0.12% 122
2025
Q2 		$35.7M Buy
226,688
+128,830
+132% +$19.4M 0.3% 69
2025
Q1 		$17.3M Buy
97,858
+47,382
+94% +$9.19M 0.15% 90
2024
Q4 		$9.92M Buy
50,476
+30,108
+148% +$6.35M 0.06% 225
2024
Q3 		$4.83M Buy
20,368
+19,007
+1,397% +$4.49M 0.03% 324
2024
Q2 		$288K Sell
1,361
-15,067
-92% -$3.42M ﹤0.01% 1124
2024
Q1 		$4.15M Buy
+16,428
New +$3.84M 0.04% 355
2023
Q4 		– Sell
-18,740
Closed -$3.69M – 1842
2023
Q3 		$3.69M Buy
18,740
+15,622
+501% +$3.39M 0.03% 425
2023
Q2 		$701K Hold
3,118
– – 0.01% 1056
2023
Q1 		$620K Sell
3,118
-3,335
-52% -$713K 0.01% 1036
2022
Q4 		$1.32M Buy
+6,453
New +$1.31M 0.01% 793

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

Jefferies Financial Group's IQV Position: Q1 2026 in Review

Jefferies Financial Group increased its IQVIA (IQV) stake by 60% in Q1 2026, buying an estimated $15.9M and bringing the position to 218,675 shares worth $37.3M. The position accounts for 0.26% of the portfolio, ranked #69.

Jefferies Financial Group first reported a position in IQV in Q4 2022 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Jefferies Financial Group held 218,675 shares of IQVIA worth $37.3M as of Q1 2026.
  • Jefferies Financial Group bought 81,610 IQVIA shares in Q1 2026, an estimated $15.9M.
  • IQVIA made up 0.26% of Jefferies Financial Group's portfolio in Q1 2026, its #69 holding.
  • Jefferies Financial Group first reported a position in IQVIA in Q4 2022 and has held it in 13 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.