Kaufman Rossin Wealth’s IQVIA IQV Stock Holding History

Kaufman Rossin Wealth’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	-1,215	Closed	-$274K	–	133
2025 Q4	$274K	Hold	1,215	–	–	0.14%	117
2025 Q3	$231K	Buy	+1,215	New	+$221K	0.13%	128

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kaufman Rossin Wealth's IQV Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,215 shares — an estimated $274K sold.

Kaufman Rossin Wealth first reported a position in IQV in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Kaufman Rossin Wealth reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 1,215 IQVIA shares in Q1 2026, an estimated $274K.
Kaufman Rossin Wealth first reported a position in IQVIA in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's IQVIA position peaked at $274K in Q4 2025.
1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.