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Abundance Wealth Counselors’s P3 Health Partners PIII Stock Holding History

Abundance Wealth Counselors’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
+16,000
New +$119K 0.01% 304
2025
Q2 		– Sell
-8,000
Closed -$66K – 168
2025
Q1 		$66K Buy
8,000
+3,488
+77% +$34.4K 0.01% 151
2024
Q4 		$51K Sell
4,512
-3,488
-44% -$51.7K 0.01% 141
2024
Q3 		$155K Buy
+8,000
New +$210K 0.03% 134

Other funds holding PIII

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Abundance Wealth Counselors's PIII Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in P3 Health Partners (PIII) in Q2 2026: 16,000 shares worth $173K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in PIII as recently as Q1 2025.

Abundance Wealth Counselors first reported a position in PIII in Q3 2024 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

  • Abundance Wealth Counselors held 16,000 shares of P3 Health Partners worth $173K as of Q2 2026.
  • P3 Health Partners was a new Abundance Wealth Counselors position in Q2 2026.
  • P3 Health Partners made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #304 holding.
  • Abundance Wealth Counselors first reported a position in P3 Health Partners in Q3 2024 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.