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Cornerstone Planning Group’s IQVIA IQV Stock Holding History

Cornerstone Planning Group’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 		$27.6K Sell
139
-29
-17% -$5.06K ﹤0.01% 574
2026
Q1 		$29.6K Buy
168
+33
+24% +$6.44K ﹤0.01% 548
2025
Q4 		$32.4K Buy
135
+17
+14% +$3.7K 0.01% 452
2025
Q3 		$25.5K Buy
118
+2
+2% +$364 ﹤0.01% 503
2025
Q2 		$21.3K Sell
116
-15
-11% -$2.26K ﹤0.01% 407
2025
Q1 		$19.3K Buy
131
+75
+134% +$14.6K ﹤0.01% 426
2024
Q4 		$11.6K Buy
56
+14
+33% +$2.95K ﹤0.01% 395
2024
Q3 		$9.09K Buy
42
+34
+425% +$8.03K ﹤0.01% 430
2024
Q2 		$1.87K Buy
8
+1
+14% +$227 ﹤0.01% 790
2024
Q1 		$1.56K Buy
7
+6
+600% +$1.4K ﹤0.01% 707
2023
Q4 		$231 Hold
1
– – ﹤0.01% 852
2023
Q3 		$197 Buy
+1
New +$217 ﹤0.01% 1026

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's IQV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its IQVIA (IQV) stake by 17% in Q2 2026, selling an estimated $5.06K and leaving 139 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Cornerstone Planning Group first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.4K in Q4 2025. 616 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cornerstone Planning Group held 139 shares of IQVIA worth $27.6K as of Q2 2026.
  • Cornerstone Planning Group sold 29 IQVIA shares in Q2 2026, an estimated $5.06K.
  • IQVIA made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #574 holding.
  • Cornerstone Planning Group first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's IQVIA position peaked at $32.4K in Q4 2025.
  • 616 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.