Kelleher Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290K | Buy |
1,500
+500
| +50% | +$87.2K | 0.04% | 233 |
|
|
2026
Q1 | $171K | Hold |
1,000
| – | – | 0.04% | 219 |
|
|
2025
Q4 | $225K | Hold |
1,000
| – | – | 0.05% | 199 |
|
|
2025
Q3 | $190K | Buy |
+1,000
| New | +$182K | 0.05% | 189 |
|
|
2025
Q2 | – | Sell |
-2,622
| Closed | -$462K | – | 141 |
|
|
2025
Q1 | $462K | Sell |
2,622
-3
| -0.1% | -$582 | 0.18% | 75 |
|
|
2024
Q4 | $516K | Sell |
2,625
-997
| -28% | -$210K | 0.19% | 68 |
|
|
2024
Q3 | $858K | Hold |
3,622
| – | – | 0.33% | 44 |
|
|
2024
Q2 | $766K | Hold |
3,622
| – | – | 0.31% | 44 |
|
|
2024
Q1 | $916K | Hold |
3,622
| – | – | 0.38% | 37 |
|
|
2023
Q4 | $838K | Sell |
3,622
-27
| -0.7% | -$5.54K | 0.39% | 34 |
|
|
2023
Q3 | $718K | Hold |
3,649
| – | – | 0.37% | 39 |
|
|
2023
Q2 | $820K | Hold |
3,649
| – | – | 0.47% | 38 |
|
|
2023
Q1 | $726K | Buy |
3,649
+400
| +12% | +$85.5K | 0.48% | 39 |
|
|
2022
Q4 | $666K | Sell |
3,249
-34
| -1% | -$6.9K | 0.5% | 39 |
|
|
2022
Q3 | $594K | Sell |
3,283
-3,866
| -54% | -$847K | 0.43% | 51 |
|
|
2022
Q2 | $1.55M | Buy |
7,149
+3,806
| +114% | +$826K | 0.7% | 27 |
|
|
2022
Q1 | $772K | Sell |
3,343
-24
| -0.7% | -$5.68K | 0.43% | 47 |
|
|
2021
Q4 | $949K | Sell |
3,367
-5,639
| -63% | -$1.46M | 0.5% | 41 |
|
|
2021
Q3 | $2.16M | Buy |
9,006
+5,639
| +167% | +$1.42M | 0.95% | 18 |
|
|
2021
Q2 | $815K | Sell |
3,367
-2,200
| -40% | -$508K | 0.46% | 42 |
|
|
2021
Q1 | $1.07M | Buy |
5,567
+2,227
| +67% | +$418K | 0.69% | 29 |
|
|
2020
Q4 | $598K | Buy |
3,340
+600
| +22% | +$101K | 0.45% | 50 |
|
|
2020
Q3 | $431K | Hold |
2,740
| – | – | 0.36% | 62 |
|
|
2020
Q2 | $388K | Hold |
2,740
| – | – | 0.37% | 62 |
|
|
2020
Q1 | $295K | Sell |
2,740
-55
| -2% | -$7.86K | 0.35% | 64 |
|
|
2019
Q4 | $431K | Hold |
2,795
| – | – | 0.43% | 56 |
|
|
2019
Q3 | $417K | Hold |
2,795
| – | – | 0.51% | 48 |
|
|
2019
Q2 | $449K | Buy |
+2,795
| New | +$392K | 0.55% | 45 |
|
|
2018
Q4 | $324K | Hold |
2,795
| – | – | 0.52% | 53 |
|
|
2018
Q3 | $362K | Hold |
2,795
| – | – | 0.47% | 55 |
|
|
2018
Q2 | $279K | Buy |
2,795
+5
| +0.2% | +$500 | 0.4% | 67 |
|
|
2018
Q1 | $273K | Buy |
+2,790
| New | +$282K | 0.37% | 70 |
|
Other funds holding IQV
Kelleher Financial Advisors's IQV Position: Q2 2026 in Review
Kelleher Financial Advisors increased its IQVIA (IQV) stake by 50% in Q2 2026, buying an estimated $87.2K and bringing the position to 1,500 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #233.
Kelleher Financial Advisors first reported a position in IQV in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.16M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Kelleher Financial Advisors held 1,500 shares of IQVIA worth $290K as of Q2 2026.
- Kelleher Financial Advisors bought 500 IQVIA shares in Q2 2026, an estimated $87.2K.
- IQVIA made up 0.04% of Kelleher Financial Advisors's portfolio in Q2 2026, its #233 holding.
- Kelleher Financial Advisors first reported a position in IQVIA in Q1 2018 and has held it in 32 quarters since.
- Kelleher Financial Advisors's IQVIA position peaked at $2.16M in Q3 2021.
- 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.