Planning Strategies Inc.’s IQVIA IQV Stock Holding History

Planning Strategies Inc.’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	$1.93K	Buy	+10	New	+$1.74K	﹤0.01%	597

Other funds holding IQV

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Planning Strategies Inc.'s IQV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in IQVIA (IQV) in Q2 2026: 10 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Planning Strategies Inc. held 10 shares of IQVIA worth $1.93K as of Q2 2026.
IQVIA was a new Planning Strategies Inc. position in Q2 2026.
IQVIA made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #597 holding.
355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.