Jones Financial Companies
IQV icon

Jones Financial Companies’s IQVIA IQV Stock Holding History

Jones Financial Companies’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 		$5.95M Buy
31,122
+10,034
+48% +$1.75M ﹤0.01% 1116
2026
Q1 		$3.46M Buy
21,088
+13,411
+175% +$2.62M ﹤0.01% 1220
2025
Q4 		$1.73M Buy
7,677
+1,562
+26% +$340K ﹤0.01% 1018
2025
Q3 		$1.1M Buy
6,115
+2,204
+56% +$401K ﹤0.01% 1096
2025
Q2 		$616K Buy
3,911
+2,375
+155% +$358K ﹤0.01% 1191
2025
Q1 		$272K Buy
1,536
+321
+26% +$62.3K ﹤0.01% 1366
2024
Q4 		$239K Buy
1,215
+441
+57% +$93K ﹤0.01% 1273
2024
Q3 		$182K Buy
774
+674
+674% +$159K ﹤0.01% 1159
2024
Q2 		$21.1K Buy
100
+64
+178% +$14.5K ﹤0.01% 1522
2024
Q1 		$9.1K Sell
36
-31
-46% -$7.24K ﹤0.01% 1078
2023
Q4 		$15.5K Buy
67
+4
+6% +$821 ﹤0.01% 623
2023
Q3 		$12.4K Buy
63
+30
+91% +$6.51K ﹤0.01% 467
2023
Q2 		$7.42K Hold
33
– – ﹤0.01% 481
2023
Q1 		$6.56K Sell
33
-16
-33% -$3.42K ﹤0.01% 502
2022
Q4 		$10K Hold
49
– – ﹤0.01% 475
2022
Q3 		$9K Sell
49
-14
-22% -$3.07K ﹤0.01% 433
2022
Q2 		$14K Buy
63
+6
+11% +$1.3K ﹤0.01% 443
2022
Q1 		$13K Sell
57
-8
-12% -$1.9K ﹤0.01% 487
2021
Q4 		$18K Buy
65
+32
+97% +$8.3K ﹤0.01% 475
2021
Q3 		$8K Hold
33
– – ﹤0.01% 521
2021
Q2 		$8K Hold
33
– – ﹤0.01% 504
2021
Q1 		$6K Buy
33
+8
+32% +$1.5K ﹤0.01% 600
2020
Q4 		$4K Buy
+25
New +$4.21K ﹤0.01% 525

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

Jones Financial Companies's IQV Position: Q2 2026 in Review

Jones Financial Companies increased its IQVIA (IQV) stake by 48% in Q2 2026, buying an estimated $1.75M and bringing the position to 31,122 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Jones Financial Companies first reported a position in IQV in Q4 2020 and has held it in 23 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Jones Financial Companies held 31,122 shares of IQVIA worth $5.95M as of Q2 2026.
  • Jones Financial Companies bought 10,034 IQVIA shares in Q2 2026, an estimated $1.75M.
  • IQVIA made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1116 holding.
  • Jones Financial Companies first reported a position in IQVIA in Q4 2020 and has held it in 23 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.