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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
Q2 		$16.4M Sell
84,902
-133,773
-61% -$23.3M 0.11% 173
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's IQV Position: Q2 2026 in Review

Jefferies Financial Group reduced its IQVIA (IQV) stake by 61% in Q2 2026, selling an estimated $23.3M and leaving 84,902 shares worth $16.4M. The position accounts for 0.11% of the portfolio, ranked #173.

Jefferies Financial Group first reported a position in IQV in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.3M in Q1 2026. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Jefferies Financial Group held 84,902 shares of IQVIA worth $16.4M as of Q2 2026.
  • Jefferies Financial Group sold 133,773 IQVIA shares in Q2 2026, an estimated $23.3M.
  • IQVIA made up 0.11% of Jefferies Financial Group's portfolio in Q2 2026, its #173 holding.
  • Jefferies Financial Group first reported a position in IQVIA in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's IQVIA position peaked at $37.3M in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.