Clearstead Trust’s Premier PINC Stock Holding History

Clearstead Trust’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	-215	Closed	-$5.98K	–	1388
2025 Q3	$5.98K	Sell	215 -132	-38%	-$3.19K	﹤0.01%	722
2025 Q2	$7.61K	Buy	347 +211	+155%	+$4.54K	﹤0.01%	655
2025 Q1	$2.62K	Buy	+136	New	+$2.68K	﹤0.01%	728

Other funds holding PINC

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

Clearstead Trust's PINC Position: Q4 2025 in Review

Clearstead Trust sold out of Premier (PINC) in Q4 2025, closing a stake of 215 shares — an estimated $5.98K sold.

Clearstead Trust first reported a position in PINC in Q1 2025 and held it in 3 quarters. The position peaked at $7.61K in Q2 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Clearstead Trust reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 215 Premier shares in Q4 2025, an estimated $5.98K.
Clearstead Trust first reported a position in Premier in Q1 2025 and held it in 3 quarters.
Clearstead Trust's Premier position peaked at $7.61K in Q2 2025.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.