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Key Financial Inc’s IQVIA IQV Stock Holding History

Key Financial Inc’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
2025
Q3 		– Sell
-3
Closed -$473 – 1481
2025
Q2 		$473 Sell
3
-5
-63% -$753 ﹤0.01% 1333
2025
Q1 		$1.41K Buy
8
+5
+167% +$970 ﹤0.01% 1188
2024
Q4 		$590 Hold
3
– – ﹤0.01% 1274
2024
Q3 		$711 Buy
+3
New +$708 ﹤0.01% 1228
2023
Q3 		– Sell
-19
Closed -$4.27K – 1373
2023
Q2 		$4.27K Buy
+19
New +$3.81K ﹤0.01% 984

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Key Financial Inc's IQV Position: Q3 2025 in Review

Key Financial Inc sold out of IQVIA (IQV) in Q3 2025, closing a stake of 3 shares — an estimated $473 sold.

Key Financial Inc first reported a position in IQV in Q2 2023 and held it in 5 quarters. The position peaked at $4.27K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

  • Key Financial Inc reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 3 IQVIA shares in Q3 2025, an estimated $473.
  • Key Financial Inc first reported a position in IQVIA in Q2 2023 and held it in 5 quarters.
  • Key Financial Inc's IQVIA position peaked at $4.27K in Q2 2023.
  • 1,007 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.