Krilogy Financial
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Krilogy Financial’s IQVIA IQV Stock Holding History

Krilogy Financial’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
Q3 		$498K Buy
1,898
+177
+10% +$42.8K 0.01% 674
2026
Q2 		$333K Sell
1,721
-188
-10% -$32.8K 0.01% 781
2026
Q1 		$328K Sell
1,909
-1,948
-51% -$380K 0.01% 705
2025
Q4 		$923K Buy
3,857
+432
+13% +$94K 0.03% 365
2025
Q3 		$720K Buy
+3,425
New +$623K 0.03% 414
2025
Q2 		– Sell
-10,500
Closed -$1.85M – 258
2025
Q1 		$1.85M Buy
+10,500
New +$2.04M 0.12% 132
2023
Q4 		– Sell
-11,491
Closed -$2.26M – 211
2023
Q3 		$2.26M Buy
+11,491
New +$2.5M 0.21% 99
2023
Q2 		– Sell
-5,790
Closed -$1.15M – 292
2023
Q1 		$1.15M Buy
5,790
+2,358
+69% +$504K 0.1% 171
2022
Q4 		$703K Buy
3,432
+391
+13% +$79.3K 0.07% 207
2022
Q3 		$551K Sell
3,041
-47
-2% -$10.3K 0.07% 189
2022
Q2 		$670K Sell
3,088
-269
-8% -$58.4K 0.08% 173
2022
Q1 		$776K Sell
3,357
-2,125
-39% -$503K 0.08% 153
2021
Q4 		$1.55M Sell
5,482
-23
-0.4% -$5.97K 0.16% 92
2021
Q3 		$1.32M Sell
5,505
-40
-0.7% -$10.1K 0.13% 112
2021
Q2 		$1.34M Sell
5,545
-253
-4% -$58.4K 0.13% 107
2021
Q1 		$1.12M Buy
5,798
+1,760
+44% +$330K 0.12% 114
2020
Q4 		$723K Buy
4,038
+178
+5% +$30K 0.09% 151
2020
Q3 		$608K Buy
+3,860
New +$605K 0.08% 148
2020
Q1 		– Sell
-18,656
Closed -$2.88M – 213
2019
Q4 		$2.88M Buy
18,656
+356
+2% +$52K 0.47% 50
2019
Q3 		$2.73M Buy
18,300
+1,268
+7% +$197K 0.49% 49
2019
Q2 		$2.74M Buy
17,032
+2,357
+16% +$331K 0.53% 44
2019
Q1 		$2.11M Buy
+14,675
New +$1.96M 0.45% 49

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Krilogy Financial's IQV Position: Q3 2026 in Review

Krilogy Financial increased its IQVIA (IQV) stake by 10% in Q3 2026, buying an estimated $42.8K and bringing the position to 1,898 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #674.

Krilogy Financial first reported a position in IQV in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.88M in Q4 2019. 412 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Krilogy Financial held 1,898 shares of IQVIA worth $498K as of Q3 2026.
  • Krilogy Financial bought 177 IQVIA shares in Q3 2026, an estimated $42.8K.
  • IQVIA made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #674 holding.
  • Krilogy Financial first reported a position in IQVIA in Q1 2019 and has held it in 22 quarters since.
  • Krilogy Financial's IQVIA position peaked at $2.88M in Q4 2019.
  • 412 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.