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Keating Financial Advisory Services’s IQVIA IQV Stock Holding History

Keating Financial Advisory Services’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 		$58.9K Buy
305
+54
+22% +$9.42K 0.01% 634
2026
Q1 		$42.8K Buy
251
+182
+264% +$35.5K 0.01% 652
2025
Q4 		$15.6K Buy
+69
New +$15K ﹤0.01% 959

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Vanguard Capital Management
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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

Keating Financial Advisory Services's IQV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its IQVIA (IQV) stake by 22% in Q2 2026, buying an estimated $9.42K and bringing the position to 305 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #634.

Keating Financial Advisory Services first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Keating Financial Advisory Services held 305 shares of IQVIA worth $58.9K as of Q2 2026.
  • Keating Financial Advisory Services bought 54 IQVIA shares in Q2 2026, an estimated $9.42K.
  • IQVIA made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #634 holding.
  • Keating Financial Advisory Services first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.