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Pinnacle Associates’s IQVIA IQV Stock Holding History

Pinnacle Associates’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 		– Sell
-2,101
Closed -$474K – 974
2025
Q4 		$474K Buy
+2,101
New +$457K 0.01% 664
2024
Q4 		– Sell
-921
Closed -$213K – 863
2024
Q3 		$213K Sell
921
-30
-3% -$7.08K ﹤0.01% 755
2024
Q2 		$201K Buy
951
+9
+1% +$2.04K ﹤0.01% 779
2024
Q1 		$238K Buy
942
+21
+2% +$4.9K ﹤0.01% 753
2023
Q4 		$213K Sell
921
-757
-45% -$155K ﹤0.01% 767
2023
Q3 		$330K Buy
1,678
+665
+66% +$144K 0.01% 649
2023
Q2 		$228K Sell
1,013
-57
-5% -$11.4K ﹤0.01% 743
2023
Q1 		$213K Buy
+1,070
New +$229K ﹤0.01% 718
2022
Q1 		– Sell
-730
Closed -$206K – 800
2021
Q4 		$206K Buy
+730
New +$189K ﹤0.01% 757

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

Pinnacle Associates's IQV Position: Q1 2026 in Review

Pinnacle Associates sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,101 shares — an estimated $474K sold.

Pinnacle Associates first reported a position in IQV in Q4 2021 and held it in 9 quarters. The position peaked at $474K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Pinnacle Associates reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Associates sold 2,101 IQVIA shares in Q1 2026, an estimated $474K.
  • Pinnacle Associates first reported a position in IQVIA in Q4 2021 and held it in 9 quarters.
  • Pinnacle Associates's IQVIA position peaked at $474K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.