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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
Q2 		$292K Buy
1,512
+27
+2% +$4.71K 0.08% 100
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 $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 $3.37T AUM 44.26% 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

Keystone Financial Services (Colorado)'s IQV Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its IQVIA (IQV) stake by 1.8% in Q2 2026, buying an estimated $4.71K and bringing the position to 1,512 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #100.

Keystone Financial Services (Colorado) first reported a position in IQV in Q3 2024 and has held it in 6 quarters since. The position peaked at $293K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Keystone Financial Services (Colorado) held 1,512 shares of IQVIA worth $292K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 27 IQVIA shares in Q2 2026, an estimated $4.71K.
  • IQVIA made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #100 holding.
  • Keystone Financial Services (Colorado) first reported a position in IQVIA in Q3 2024 and has held it in 6 quarters since.
  • Keystone Financial Services (Colorado)'s IQVIA position peaked at $293K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.