HighMark Wealth Management’s Paragon 28, Inc. FNA Stock Holding History

HighMark Wealth Management’s Portfolio FNA Stock Details FNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-403,226	Closed	-$5.27M	–	643
2025 Q1	$5.27M	Sell	403,226 -108,918	-21%	-$1.36M	3.11%	7
2024 Q4	$5.29M	Sell	512,144 -6,001	-1%	-$48.4K	3.04%	6
2024 Q3	$3.46M	Buy	518,145 +421,534	+436%	+$3.19M	1.89%	9
2024 Q2	$661K	Hold	96,611	–	–	0.4%	31
2024 Q1	$1.19M	Buy	96,611 +88,611	+1,108%	+$1.05M	0.74%	14
2023 Q4	$99.4K	Buy	+8,000	New	+$84.6K	0.07%	93
2023 Q1	–	Sell	-1,350	Closed	-$24.1K	–	192
2022 Q4	$25.8K	Hold	1,350	–	–	0.02%	146
2022 Q3	$24K	Hold	1,350	–	–	0.02%	142
2022 Q2	$21K	Hold	1,350	–	–	0.02%	158
2022 Q1	$23K	Buy	+1,350	New	+$21.7K	0.02%	166

Other funds holding FNA

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

HighMark Wealth Management's FNA Position: Q2 2025 in Review

HighMark Wealth Management sold out of Paragon 28, Inc. (FNA) in Q2 2025, closing a stake of 403,226 shares — an estimated $5.27M sold.

HighMark Wealth Management first reported a position in FNA in Q1 2022 and held it in 10 quarters. The position peaked at $5.29M in Q4 2024. 2 funds tracked by Wall St. Rank hold FNA as of Q2 2025.

HighMark Wealth Management reported no remaining Paragon 28, Inc. position as of Q2 2025 after selling out during the quarter.
HighMark Wealth Management sold 403,226 Paragon 28, Inc. shares in Q2 2025, an estimated $5.27M.
HighMark Wealth Management first reported a position in Paragon 28, Inc. in Q1 2022 and held it in 10 quarters.
HighMark Wealth Management's Paragon 28, Inc. position peaked at $5.29M in Q4 2024.
2 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.