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Equibles

Cornerstone Planning Group LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1822587 FAIRFIELD, NJ
Back to IQV Full portfolio

Position in IQV

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$26,857
-$1,793 QoQ
Shares Held
139
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#930
of 1,084 holders
Holding Since
Sep 2023
12 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, 2026

Cornerstone Planning Group LLC holds $456,394 across 18 Diagnostics & Research names. IQV ranks #6 (5.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMO
Thermo Fisher Scientific Inc.
 207 $103,781
2 DHR
Danaher Corp /De/
 372 $70,858
3 IDXX
Idexx Laboratories Inc /De
 122 $64,225
4 A
Agilent Technologies, Inc.
 307 $40,778
5 WGS
GeneDx Holdings Corp.
 400 $27,460
6 IQV
Iqvia Holdings Inc.
This page 		139 $26,857
7 DGX
Quest Diagnostics Inc
 90 $19,075
8 MEDP
Medpace Holdings, Inc.
 36 $19,065

All Filings in IQV

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,857 139
2026-03-31 $28,650 168
2025-12-31 $30,430 135
2025-09-30 $22,412 118
2025-06-30 $18,280 116
2025-03-31 $23,095 131
2024-12-31 $11,004 56
2024-09-30 $9,952 42
2024-06-30 $1,691 8
2024-03-31 $1,770 7
2023-12-31 $231 1
2023-09-30 $196 1