JFA
IQV icon

JNBA Financial Advisors’s IQVIA IQV Stock Holding History

JNBA Financial Advisors’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
-6
Closed -$1.35K – 855
2025
Q4 		$1.35K Buy
+6
New +$1.3K ﹤0.01% 721
2025
Q3 		– Sell
-10
Closed -$1.58K – 669
2025
Q2 		$1.58K Hold
10
– – ﹤0.01% 609
2025
Q1 		$1.76K Hold
10
– – ﹤0.01% 603
2024
Q4 		$1.97K Buy
+10
New +$2.11K ﹤0.01% 590
2021
Q4 		– Sell
-29
Closed -$7K – 845
2021
Q3 		$7K Buy
+29
New +$7.32K ﹤0.01% 551
2016
Q4 		– Sell
-118
Closed -$10K – 892
2016
Q3 		$10K Buy
+118
New +$8.94K ﹤0.01% 1017

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

JNBA Financial Advisors's IQV Position: Q1 2026 in Review

JNBA Financial Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 6 shares — an estimated $1.35K sold.

JNBA Financial Advisors first reported a position in IQV in Q3 2016 and held it in 6 quarters. The position peaked at $10K in Q3 2016. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • JNBA Financial Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 6 IQVIA shares in Q1 2026, an estimated $1.35K.
  • JNBA Financial Advisors first reported a position in IQVIA in Q3 2016 and held it in 6 quarters.
  • JNBA Financial Advisors's IQVIA position peaked at $10K in Q3 2016.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.