KPWS
IQV icon

Kestra Private Wealth Services’s IQVIA IQV Stock Holding History

Kestra Private Wealth 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 		$435K Buy
2,250
+20
+0.9% +$3.49K ﹤0.01% 1325
2026
Q1 		$380K Buy
+2,230
New +$435K ﹤0.01% 1343
2024
Q4 		– Sell
-1,183
Closed -$280K – 1459
2024
Q3 		$280K Sell
1,183
-404
-25% -$95.4K 0.01% 1108
2024
Q2 		$336K Buy
1,587
+60
+4% +$13.6K 0.01% 995
2024
Q1 		$386K Buy
1,527
+51
+3% +$11.9K 0.01% 909
2023
Q4 		$342K Sell
1,476
-4
-0.3% -$821 0.01% 892
2023
Q3 		$291K Buy
1,480
+94
+7% +$20.4K 0.01% 879
2023
Q2 		$312K Sell
1,386
-74
-5% -$14.9K 0.01% 806
2023
Q1 		$290K Buy
+1,460
New +$312K 0.01% 788

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's IQV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its IQVIA (IQV) stake by 0.9% in Q2 2026, buying an estimated $3.49K and bringing the position to 2,250 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Kestra Private Wealth Services first reported a position in IQV in Q1 2023 and has held it in 9 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Kestra Private Wealth Services held 2,250 shares of IQVIA worth $435K as of Q2 2026.
  • Kestra Private Wealth Services bought 20 IQVIA shares in Q2 2026, an estimated $3.49K.
  • IQVIA made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1325 holding.
  • Kestra Private Wealth Services first reported a position in IQVIA in Q1 2023 and has held it in 9 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.