CWC
PINC

Carolinas Wealth Consulting’s Premier PINC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-231
Closed -$4.45K – 689
2025
Q1 		$4.45K Buy
231
+2
+0.9% +$39 ﹤0.01% 628
2024
Q4 		$4.83K Buy
229
+3
+1% +$64 ﹤0.01% 647
2024
Q3 		$4.52K Buy
226
+2
+0.9% +$40 ﹤0.01% 679
2024
Q2 		$4.17K Buy
224
+3
+1% +$59 ﹤0.01% 677
2024
Q1 		$4.88K Buy
221
+2
+0.9% +$43 ﹤0.01% 649
2023
Q4 		$4.89K Buy
219
+2
+0.9% +$41 ﹤0.01% 624
2023
Q3 		$4.17K Buy
217
+2
+0.9% +$50 ﹤0.01% 635
2023
Q2 		$5.94K Sell
215
-19
-8% -$542 ﹤0.01% 658
2023
Q1 		$7.57K Buy
234
+2
+0.9% +$65 ﹤0.01% 643
2022
Q4 		$8.1K Buy
232
+22
+10% +$733 ﹤0.01% 645
2022
Q3 		$7K Buy
210
+1
+0.5% +$36 ﹤0.01% 633
2022
Q2 		$7K Buy
209
+1
+0.5% +$37 ﹤0.01% 632
2022
Q1 		$7K Buy
208
+1
+0.5% +$37 ﹤0.01% 662
2021
Q4 		$9K Buy
207
+1
+0.5% +$39 ﹤0.01% 635
2021
Q3 		$8K Buy
206
+1
+0.5% +$37 ﹤0.01% 611
2021
Q2 		$7K Buy
205
+2
+1% +$69 ﹤0.01% 661
2021
Q1 		$7K Buy
203
+1
+0.5% +$35 ﹤0.01% 664
2020
Q4 		$7K Buy
202
+1
+0.5% +$34 ﹤0.01% 620
2020
Q3 		$7K Buy
201
+1
+0.5% +$33 ﹤0.01% 530
2020
Q2 		$7K Buy
+200
New +$6.57K ﹤0.01% 369

Other funds holding PINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Carolinas Wealth Consulting's PINC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Premier (PINC) in Q2 2025, closing a stake of 231 shares — an estimated $4.45K sold.

Carolinas Wealth Consulting first reported a position in PINC in Q2 2020 and held it in 20 quarters. The position peaked at $9K in Q4 2021. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Premier position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 231 Premier shares in Q2 2025, an estimated $4.45K.
  • Carolinas Wealth Consulting first reported a position in Premier in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Premier position peaked at $9K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.