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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
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% -$3.31K 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

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 Wealth Planning Services's IQV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its IQVIA (IQV) stake by 21% in Q2 2026, selling an estimated $26K and leaving 545 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #838.

Pinnacle Wealth Planning Services first reported a position in IQV in Q4 2020 and has held it in 20 quarters since. The position peaked at $364K in Q2 2023. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 545 shares of IQVIA worth $105K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 149 IQVIA shares in Q2 2026, an estimated $26K.
  • IQVIA made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #838 holding.
  • Pinnacle Wealth Planning Services first reported a position in IQVIA in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's IQVIA position peaked at $364K in Q2 2023.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.