Pinnacle Wealth Planning Services, Inc.
Position in IQV — Iqvia Holdings Inc.
CIK 1726752
MANSFIELD, OH
Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$105,304
-$13,050 QoQ
Shares Held
545
-21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#868
of 1,077 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,475,210 across 24 Diagnostics & Research names. IQV ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,216 | $1,111,013 | |
| 2 | DHR |
Danaher Corp /De/
|
3,437 | $654,679 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
519 | $273,222 | |
| 4 | GH |
Guardant Health, Inc.
|
1,602 | $240,348 | |
| 5 | VCYT |
Veracyte, Inc.
|
2,870 | $168,555 | |
| 6 | DGX |
Quest Diagnostics Inc
|
699 | $148,153 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,106 | $146,909 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
97 | $123,918 |
All Filings in IQV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,304 | 545 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $118,354 | 694 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $112,930 | 501 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $225,200 | 1,146 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $336,023 | 1,418 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302,782 | 1,432 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $357,839 | 1,415 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $322,543 | 1,394 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $316,964 | 1,611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $364,576 | 1,622 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $262,932 | 1,322 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $240,540 | 1,174 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $262,289 | 1,448 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $258,652 | 1,192 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $260,573 | 1,127 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $342,799 | 1,215 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $264,931 | 1,106 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $257,343 | 1,062 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $205,886 | 1,066 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $182,753 | 1,020 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||