Kovitz Investment Group Partners
IQV icon

Kovitz Investment Group Partners’s IQVIA IQV Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,016
Closed -$953K – 873
2025
Q3 		$953K Sell
5,016
-5,840
-54% -$1.06M ﹤0.01% 853
2025
Q2 		$1.71M Sell
10,856
-17,918
-62% -$2.7M 0.01% 676
2025
Q1 		$5.07M Buy
28,774
+12,238
+74% +$2.37M 0.03% 407
2024
Q4 		$3.25M Buy
16,536
+1,743
+12% +$368K 0.02% 484
2024
Q3 		$2.86M Sell
14,793
-3,036
-17% -$717K 0.02% 433
2024
Q2 		$3.77M Buy
+17,829
New +$4.05M 0.03% 331
2022
Q3 		– Sell
-1,207
Closed -$262K – 406
2022
Q2 		$262K Sell
1,207
-45
-4% -$9.77K 0.01% 374
2022
Q1 		$289K Sell
1,252
-476
-28% -$113K 0.01% 379
2021
Q4 		$310K Buy
1,728
+310
+22% +$80.4K 0.01% 370
2021
Q3 		$340K Sell
1,418
-190
-12% -$48K 0.01% 380
2021
Q2 		$390K Hold
1,608
– – 0.01% 374
2021
Q1 		$311K Sell
1,608
-120
-7% -$22.5K 0.01% 363
2020
Q4 		$310K Sell
1,728
-220
-11% -$37.1K 0.01% 368
2020
Q3 		$307K Sell
1,948
-30
-2% -$4.7K 0.01% 356
2020
Q2 		$280K Sell
1,978
-24,228
-92% -$3.28M 0.01% 343
2020
Q1 		$2.83M Buy
26,206
+630
+2% +$90K 0.1% 139
2019
Q4 		$3.95M Buy
25,576
+9,071
+55% +$1.32M 0.12% 128
2019
Q3 		$2.47M Sell
16,505
-3,170
-16% -$493K 0.08% 179
2019
Q2 		$3.17M Sell
19,675
-1,220
-6% -$171K 0.1% 151
2019
Q1 		$3.01M Buy
+20,895
New +$2.79M 0.1% 154

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kovitz Investment Group Partners's IQV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of IQVIA (IQV) in Q4 2025, closing a stake of 5,016 shares — an estimated $953K sold.

Kovitz Investment Group Partners first reported a position in IQV in Q1 2019 and held it in 20 quarters. The position peaked at $5.07M in Q1 2025. 1,144 funds tracked by Wall St. Rank hold IQV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining IQVIA position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,016 IQVIA shares in Q4 2025, an estimated $953K.
  • Kovitz Investment Group Partners first reported a position in IQVIA in Q1 2019 and held it in 20 quarters.
  • Kovitz Investment Group Partners's IQVIA position peaked at $5.07M in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held IQVIA as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.