CA
PNTG icon

Clearstead Advisors’s Pennant Group PNTG Stock Holding History

Clearstead 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 		$259 Buy
+7
New +$229 ﹤0.01% 3113
2025
Q4 		– Sell
-7
Closed -$177 – 3143
2025
Q3 		$177 Buy
+7
New +$172 ﹤0.01% 2877

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

Clearstead Advisors's PNTG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pennant Group (PNTG) in Q2 2026: 7 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #3113 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PNTG as recently as Q3 2025.

Clearstead Advisors first reported a position in PNTG in Q3 2025 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

  • Clearstead Advisors held 7 shares of Pennant Group worth $259 as of Q2 2026.
  • Pennant Group was a new Clearstead Advisors position in Q2 2026.
  • Pennant Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3113 holding.
  • Clearstead Advisors first reported a position in Pennant Group in Q3 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.