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DiNuzzo Private Wealth’s IQVIA IQV Stock Holding History

DiNuzzo Private Wealth’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 		$3.87K Buy
20
+2
+11% +$349 ﹤0.01% 474
2026
Q1 		$3.07K Sell
18
-3
-14% -$585 ﹤0.01% 506
2025
Q4 		$4.73K Buy
21
+10
+91% +$2.18K ﹤0.01% 393
2025
Q3 		$2.1K Hold
11
– – ﹤0.01% 618
2025
Q2 		$1.73K Sell
11
-4
-27% -$602 ﹤0.01% 663
2025
Q1 		$2.65K Sell
15
-3
-17% -$582 ﹤0.01% 506
2024
Q4 		$3.54K Hold
18
– – ﹤0.01% 424
2024
Q3 		$4.27K Hold
18
– – ﹤0.01% 387
2024
Q2 		$3.81K Buy
18
+3
+20% +$682 ﹤0.01% 338
2024
Q1 		$3.79K Hold
15
– – ﹤0.01% 297
2023
Q4 		$3.47K Buy
+15
New +$3.08K ﹤0.01% 295

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

DiNuzzo Private Wealth's IQV Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its IQVIA (IQV) stake by 11% in Q2 2026, buying an estimated $349 and bringing the position to 20 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

DiNuzzo Private Wealth first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.73K in Q4 2025. 355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • DiNuzzo Private Wealth held 20 shares of IQVIA worth $3.87K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 IQVIA shares in Q2 2026, an estimated $349.
  • IQVIA made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #474 holding.
  • DiNuzzo Private Wealth first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's IQVIA position peaked at $4.73K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.