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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
Q2 		$231K Buy
+1,194
New +$208K ﹤0.01% 889
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Associates's IQV Position: Q2 2026 in Review

Pinnacle Associates opened a new position in IQVIA (IQV) in Q2 2026: 1,194 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in IQV as recently as Q4 2025.

Pinnacle Associates first reported a position in IQV in Q4 2021 and has held it in 10 quarters since. The position peaked at $474K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Pinnacle Associates held 1,194 shares of IQVIA worth $231K as of Q2 2026.
  • IQVIA was a new Pinnacle Associates position in Q2 2026.
  • IQVIA made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #889 holding.
  • Pinnacle Associates first reported a position in IQVIA in Q4 2021 and has held it in 10 quarters since.
  • Pinnacle Associates's IQVIA position peaked at $474K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.