Pinnacle Associates
IQV icon

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
Q3 		$362K Buy
1,348
+154
+13% +$37.2K ﹤0.01% 752
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates's IQV Position: Q3 2026 in Review

Pinnacle Associates increased its IQVIA (IQV) stake by 13% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,348 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Pinnacle Associates first reported a position in IQV in Q4 2021 and has held it in 11 quarters since. The position peaked at $474K in Q4 2025. 412 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Pinnacle Associates held 1,348 shares of IQVIA worth $362K as of Q3 2026.
  • Pinnacle Associates bought 154 IQVIA shares in Q3 2026, an estimated $37.2K.
  • IQVIA made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #752 holding.
  • Pinnacle Associates first reported a position in IQVIA in Q4 2021 and has held it in 11 quarters since.
  • Pinnacle Associates's IQVIA position peaked at $474K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.