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Keystone Financial Services (Colorado)’s IQVIA IQV Stock Holding History

Keystone Financial Services (Colorado)’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 		$253K Buy
1,485
+183
+14% +$35.7K 0.07% 101
2025
Q4 		$293K Sell
1,302
-102
-7% -$22.2K 0.09% 87
2025
Q3 		$267K Buy
1,404
+106
+8% +$19.3K 0.08% 94
2025
Q2 		$205K Buy
+1,298
New +$195K 0.07% 113
2024
Q4 		– Sell
-1,005
Closed -$238K – 105
2024
Q3 		$238K Buy
+1,005
New +$237K 0.09% 81

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

Keystone Financial Services (Colorado)'s IQV Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its IQVIA (IQV) stake by 14% in Q1 2026, buying an estimated $35.7K and bringing the position to 1,485 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #101.

Keystone Financial Services (Colorado) first reported a position in IQV in Q3 2024 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Keystone Financial Services (Colorado) held 1,485 shares of IQVIA worth $253K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 183 IQVIA shares in Q1 2026, an estimated $35.7K.
  • IQVIA made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #101 holding.
  • Keystone Financial Services (Colorado) first reported a position in IQVIA in Q3 2024 and has held it in 5 quarters since.
  • Keystone Financial Services (Colorado)'s IQVIA position peaked at $293K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.