Pinnacle Wealth Planning Services
IQV icon

Pinnacle Wealth Planning Services’s IQVIA IQV Stock Holding History

Pinnacle Wealth Planning Services’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 		$147K Buy
546
+1
+0.2% +$242 0.01% 647
2026
Q2 		$105K Sell
545
-149
-21% -$26K 0.01% 838
2026
Q1 		$118K Buy
694
+193
+39% +$37.7K 0.01% 712
2025
Q4 		$113K Buy
+501
New +$109K 0.01% 715
2025
Q1 		– Sell
-1,146
Closed -$225K – 417
2024
Q4 		$225K Sell
1,146
-272
-19% -$57.4K 0.03% 335
2024
Q3 		$336K Sell
1,418
-14
-1% -$3.3K 0.05% 270
2024
Q2 		$303K Buy
1,432
+17
+1% +$3.86K 0.04% 291
2024
Q1 		$358K Buy
1,415
+21
+2% +$4.9K 0.05% 256
2023
Q4 		$322K Sell
1,394
-217
-13% -$44.6K 0.05% 252
2023
Q3 		$317K Sell
1,611
-11
-0.7% -$2.39K 0.05% 244
2023
Q2 		$364K Buy
1,622
+300
+23% +$60.2K 0.06% 222
2023
Q1 		$263K Buy
1,322
+148
+13% +$31.6K 0.04% 300
2022
Q4 		$240K Sell
1,174
-274
-19% -$55.6K 0.04% 310
2022
Q3 		$262K Buy
1,448
+256
+21% +$56.1K 0.05% 269
2022
Q2 		$259K Buy
1,192
+65
+6% +$14.1K 0.05% 276
2022
Q1 		$260K Sell
1,127
-88
-7% -$20.8K 0.05% 304
2021
Q4 		$343K Buy
1,215
+109
+10% +$28.3K 0.07% 236
2021
Q3 		$265K Buy
1,106
+44
+4% +$11.1K 0.06% 264
2021
Q2 		$257K Sell
1,062
-4
-0.4% -$924 0.06% 266
2021
Q1 		$206K Buy
1,066
+46
+5% +$8.64K 0.05% 299
2020
Q4 		$182K Buy
+1,020
New +$172K 0.04% 305

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's IQV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its IQVIA (IQV) stake by 0.18% in Q3 2026, buying an estimated $242 and bringing the position to 546 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #647.

Pinnacle Wealth Planning Services first reported a position in IQV in Q4 2020 and has held it in 21 quarters since. The position peaked at $364K in Q2 2023. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 546 shares of IQVIA worth $147K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1 IQVIA share in Q3 2026, an estimated $242.
  • IQVIA made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #647 holding.
  • Pinnacle Wealth Planning Services first reported a position in IQVIA in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's IQVIA position peaked at $364K in Q2 2023.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.