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Acumen Wealth Advisors’s Pennant Group PNTG Stock Holding History

Acumen Wealth Advisors’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Buy
+410
New +$13.4K ﹤0.01% 275
2026
Q1 		– Sell
-331
Closed -$9.32K – 545
2025
Q4 		$9.32K Buy
+331
New +$8.8K ﹤0.01% 307

Other funds holding PNTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIM
Provident Investment Management Novi, Michigan $1.03B AUM 15.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's PNTG Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Pennant Group (PNTG) in Q2 2026: 410 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in PNTG as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in PNTG in Q4 2025 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

  • Acumen Wealth Advisors held 410 shares of Pennant Group worth $15.2K as of Q2 2026.
  • Pennant Group was a new Acumen Wealth Advisors position in Q2 2026.
  • Pennant Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • Acumen Wealth Advisors first reported a position in Pennant Group in Q4 2025 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Pennant Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.