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Pinkerton Retirement Specialists’s IQVIA IQV Stock Holding History

Pinkerton Retirement Specialists’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 		$3.8M Buy
22,271
+1,024
+5% +$179K 0.33% 55
2026
Q1 		$4.79M Sell
21,247
-400
-2% -$78K 0.44% 61
2025
Q4 		$4.88M Buy
21,647
+204
+1% +$44.4K 0.5% 58
2025
Q3 		$4.07M Buy
21,443
+4,659
+28% +$847K 0.44% 63
2025
Q2 		$2.64M Buy
16,784
+3,464
+26% +$521K 0.32% 80
2025
Q1 		$2.35M Buy
13,320
+718
+6% +$139K 0.3% 61
2024
Q4 		$2.48M Buy
12,602
+414
+3% +$87.3K 0.36% 68
2024
Q3 		$2.89M Buy
12,188
+183
+2% +$43.2K 0.42% 64
2024
Q2 		$2.54M Buy
12,005
+932
+8% +$212K 0.39% 63
2024
Q1 		$2.8M Sell
11,073
-61
-0.5% -$14.2K 0.45% 61
2023
Q4 		$2.58M Sell
11,134
-1,528
-12% -$314K 0.5% 53
2023
Q3 		$2.49M Sell
12,662
-258
-2% -$56K 0.54% 51
2023
Q2 		$2.9M Buy
12,920
+33
+0.3% +$6.63K 0.57% 41
2023
Q1 		$2.56M Buy
12,887
+74
+0.6% +$15.8K 0.48% 53
2022
Q4 		$2.63M Sell
12,813
-339
-3% -$68.8K 0.57% 38
2022
Q3 		$2.38M Sell
13,152
-490
-4% -$107K 0.92% 31
2022
Q2 		$2.96M Sell
13,642
-162
-1% -$35.2K 0.9% 21
2022
Q1 		$3.19M Buy
13,804
+719
+5% +$170K 0.71% 34
2021
Q4 		$3.69M Buy
13,085
+236
+2% +$61.2K 0.65% 23
2021
Q3 		$3.08M Buy
12,849
+99
+0.8% +$25K 0.6% 34
2021
Q2 		$3.09M Buy
12,750
+188
+1% +$43.4K 0.6% 33
2021
Q1 		$2.43M Buy
12,562
+183
+1% +$34.4K 0.51% 46
2020
Q4 		$2.22M Buy
12,379
+87
+0.7% +$14.7K 0.53% 43
2020
Q3 		$1.94M Sell
12,292
-130
-1% -$20.4K 0.53% 51
2020
Q2 		$1.76M Buy
12,422
+8,212
+195% +$1.11M 0.56% 56
2020
Q1 		$454K Buy
+4,210
New +$602K 0.32% 59

Other funds holding IQV

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Pinkerton Retirement Specialists's IQV Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its IQVIA (IQV) stake by 4.8% in Q2 2026, buying an estimated $179K and bringing the position to 22,271 shares worth $3.8M. The position accounts for 0.33% of the portfolio, ranked #55.

Pinkerton Retirement Specialists first reported a position in IQV in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.88M in Q4 2025. 401 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Pinkerton Retirement Specialists held 22,271 shares of IQVIA worth $3.8M as of Q2 2026.
  • Pinkerton Retirement Specialists bought 1,024 IQVIA shares in Q2 2026, an estimated $179K.
  • IQVIA made up 0.33% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #55 holding.
  • Pinkerton Retirement Specialists first reported a position in IQVIA in Q1 2020 and has held it in 26 quarters since.
  • Pinkerton Retirement Specialists's IQVIA position peaked at $4.88M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.