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Kerr Financial Planning’s IQVIA IQV Stock Holding History

Kerr Financial Planning’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 		$7.92K Hold
41
– – 0.01% 395
2026
Q1 		$6.54K Hold
41
– – ﹤0.01% 397
2025
Q4 		$7.4K Hold
41
– – 0.01% 390
2025
Q3 		$9.11K Buy
+41
New +$7.46K 0.01% 367

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

Kerr Financial Planning's IQV Position: Q2 2026 in Review

Kerr Financial Planning held its IQVIA (IQV) position steady in Q2 2026 at 41 shares worth $7.92K. The position accounts for 0.01% of the portfolio, ranked #395.

Kerr Financial Planning first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.11K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Kerr Financial Planning held 41 shares of IQVIA worth $7.92K as of Q2 2026.
  • Kerr Financial Planning left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #395 holding.
  • Kerr Financial Planning first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's IQVIA position peaked at $9.11K in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.