KA
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Kovack Advisors’s IQVIA IQV Stock Holding History

Kovack Advisors’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 		– Sell
-13,861
Closed -$3.12M – 1055
2025
Q4 		$3.12M Sell
13,861
-10
-0.1% -$2.18K 0.15% 125
2025
Q3 		$2.63M Sell
13,871
-915
-6% -$166K 0.25% 78
2025
Q2 		$2.33M Buy
14,786
+6,685
+83% +$1.01M 0.23% 89
2025
Q1 		$1.43M Buy
8,101
+761
+10% +$148K 0.15% 128
2024
Q4 		$1.44M Buy
+7,340
New +$1.55M 0.14% 123

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

Kovack Advisors's IQV Position: Q1 2026 in Review

Kovack Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 13,861 shares — an estimated $3.12M sold.

Kovack Advisors first reported a position in IQV in Q4 2024 and held it in 5 quarters. The position peaked at $3.12M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Kovack Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 13,861 IQVIA shares in Q1 2026, an estimated $3.12M.
  • Kovack Advisors first reported a position in IQVIA in Q4 2024 and held it in 5 quarters.
  • Kovack Advisors's IQVIA position peaked at $3.12M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.