KF
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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
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

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

Krilogy Financial's IQV Position: Q1 2026 in Review

Krilogy Financial reduced its IQVIA (IQV) stake by 51% in Q1 2026, selling an estimated $380K and leaving 1,909 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #705.

Krilogy Financial first reported a position in IQV in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.88M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Krilogy Financial held 1,909 shares of IQVIA worth $328K as of Q1 2026.
  • Krilogy Financial sold 1,948 IQVIA shares in Q1 2026, an estimated $380K.
  • IQVIA made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #705 holding.
  • Krilogy Financial first reported a position in IQVIA in Q1 2019 and has held it in 20 quarters since.
  • Krilogy Financial's IQVIA position peaked at $2.88M in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.