Kestra Advisory Services
IQV icon

Kestra Advisory Services’s IQVIA IQV Stock Holding History

Kestra 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
Q3 		$2.51M Buy
9,339
+3,869
+71% +$935K 0.01% 1288
2026
Q2 		$1.06M Buy
5,470
+2,097
+62% +$366K ﹤0.01% 1784
2026
Q1 		$575K Sell
3,373
-3,531
-51% -$689K ﹤0.01% 2110
2025
Q4 		$1.56M Buy
6,904
+985
+17% +$214K 0.01% 1370
2025
Q3 		$1.12M Buy
5,919
+388
+7% +$70.6K 0.01% 1505
2025
Q2 		$872K Buy
5,531
+406
+8% +$61.1K ﹤0.01% 1579
2025
Q1 		$904K Sell
5,125
-476
-8% -$92.3K ﹤0.01% 1447
2024
Q4 		$1.1M Sell
5,601
-1,117
-17% -$236K 0.01% 1362
2024
Q3 		$1.59M Sell
6,718
-846
-11% -$200K 0.01% 1077
2024
Q2 		$1.6M Buy
7,564
+1,358
+22% +$309K 0.01% 1073
2024
Q1 		$1.57M Buy
6,206
+710
+13% +$166K 0.01% 993
2023
Q4 		$1.27M Buy
5,496
+152
+3% +$31.2K 0.01% 1001
2023
Q3 		$1.05M Buy
5,344
+1,502
+39% +$326K 0.01% 970
2023
Q2 		$864K Buy
3,842
+450
+13% +$90.3K 0.01% 1047
2023
Q1 		$675K Sell
3,392
-4,058
-54% -$867K 0.01% 1129
2022
Q4 		$1.53M Sell
7,450
-1,534
-17% -$311K 0.01% 864
2022
Q3 		$1.63M Buy
8,984
+3,213
+56% +$704K 0.02% 748
2022
Q2 		$1.25M Buy
5,771
+507
+10% +$110K 0.01% 865
2022
Q1 		$1.22M Sell
5,264
-831
-14% -$197K 0.01% 869
2021
Q4 		$1.72M Sell
6,095
-4,730
-44% -$1.23M 0.02% 749
2021
Q3 		$2.59M Buy
10,825
+4,155
+62% +$1.05M 0.03% 606
2021
Q2 		$1.62M Buy
6,670
+900
+16% +$208K 0.02% 733
2021
Q1 		$1.11M Sell
5,770
-3,747
-39% -$703K 0.01% 817
2020
Q4 		$1.69M Buy
+9,517
New +$1.6M 0.02% 647

Other funds holding IQV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kestra Advisory Services's IQV Position: Q3 2026 in Review

Kestra Advisory Services increased its IQVIA (IQV) stake by 71% in Q3 2026, buying an estimated $935K and bringing the position to 9,339 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #1288.

Kestra Advisory Services first reported a position in IQV in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.59M in Q3 2021. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Kestra Advisory Services held 9,339 shares of IQVIA worth $2.51M as of Q3 2026.
  • Kestra Advisory Services bought 3,869 IQVIA shares in Q3 2026, an estimated $935K.
  • IQVIA made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1288 holding.
  • Kestra Advisory Services first reported a position in IQVIA in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's IQVIA position peaked at $2.59M in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.