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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kestra Advisory Services's IQV Position: Q1 2026 in Review

Kestra Advisory Services reduced its IQVIA (IQV) stake by 51% in Q1 2026, selling an estimated $689K and leaving 3,373 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Kestra Advisory Services first reported a position in IQV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.59M in Q3 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Kestra Advisory Services held 3,373 shares of IQVIA worth $575K as of Q1 2026.
  • Kestra Advisory Services sold 3,531 IQVIA shares in Q1 2026, an estimated $689K.
  • IQVIA made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2110 holding.
  • Kestra Advisory Services first reported a position in IQVIA in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's IQVIA position peaked at $2.59M in Q3 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.