Avantax Planning Partners’s Premier PINC Stock Holding History

Avantax Planning Partners’s Portfolio PINC Stock Details PINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,998	Closed	-$473K	–	455
2025 Q3	$473K	Hold	16,998	–	–	0.01%	277
2025 Q2	$373K	Sell	16,998 -8,817	-34%	-$190K	0.01%	310
2025 Q1	$498K	Hold	25,815	–	–	0.02%	261
2024 Q4	$547K	Hold	25,815	–	–	0.02%	245
2024 Q3	$516K	Hold	25,815	–	–	0.02%	253
2024 Q2	$482K	Hold	25,815	–	–	0.02%	293
2024 Q1	$571K	Hold	25,815	–	–	0.02%	274
2023 Q4	$577K	Hold	25,815	–	–	0.02%	223
2023 Q3	$555K	Hold	25,815	–	–	0.02%	216
2023 Q2	$714K	Hold	25,815	–	–	0.03%	201
2023 Q1	$836K	Hold	25,815	–	–	0.03%	189
2022 Q4	$903K	Hold	25,815	–	–	0.04%	176
2022 Q3	$876K	Hold	25,815	–	–	0.04%	164
2022 Q2	$921K	Hold	25,815	–	–	0.04%	165
2022 Q1	$919K	Sell	25,815 -3,662	-12%	-$136K	0.04%	167
2021 Q4	$1.21M	Hold	29,477	–	–	0.05%	144
2021 Q3	$1.14M	Buy	+29,477	New	+$1.09M	0.05%	128

Other funds holding PINC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Planning Partners's PINC Position: Q4 2025 in Review

Avantax Planning Partners sold out of Premier (PINC) in Q4 2025, closing a stake of 16,998 shares — an estimated $473K sold.

Avantax Planning Partners first reported a position in PINC in Q3 2021 and held it in 17 quarters. The position peaked at $1.21M in Q4 2021. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Avantax Planning Partners reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 16,998 Premier shares in Q4 2025, an estimated $473K.
Avantax Planning Partners first reported a position in Premier in Q3 2021 and held it in 17 quarters.
Avantax Planning Partners's Premier position peaked at $1.21M in Q4 2021.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.