PWPS
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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
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 $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 Wealth Planning Services's IQV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its IQVIA (IQV) stake by 39% in Q1 2026, buying an estimated $37.7K and bringing the position to 694 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #712.

Pinnacle Wealth Planning Services first reported a position in IQV in Q4 2020 and has held it in 19 quarters since. The position peaked at $364K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 694 shares of IQVIA worth $118K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 193 IQVIA shares in Q1 2026, an estimated $37.7K.
  • IQVIA made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #712 holding.
  • Pinnacle Wealth Planning Services first reported a position in IQVIA in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's IQVIA position peaked at $364K in Q2 2023.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.