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HRT Financial’s P3 Health Partners PIII Stock Holding History

HRT Financial’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$590K Buy
54,717
+39,625
+263% +$295K ﹤0.01% 2524
2026
Q1 		$46K Buy
+15,092
New +$39.7K ﹤0.01% 3465
2025
Q2 		– Sell
-409
Closed -$3K – 3334
2025
Q1 		$3K Sell
409
-1,017
-71% -$10K ﹤0.01% 2421
2024
Q4 		$16K Buy
+1,426
New +$21.1K ﹤0.01% 2235
2024
Q2 		– Sell
-509
Closed -$26K – 2894
2024
Q1 		$26K Sell
509
-7,843
-94% -$436K ﹤0.01% 1989
2023
Q4 		$588K Sell
8,352
-38
-0.5% -$2.62K ﹤0.01% 1278
2023
Q3 		$616K Buy
+8,390
New +$871K 0.01% 1286
2023
Q2 		– Sell
-878
Closed -$46K – 3076
2023
Q1 		$46K Buy
878
+549
+167% +$33K ﹤0.01% 2130
2022
Q4 		$30K Sell
329
-668
-67% -$145K ﹤0.01% 2144
2022
Q3 		$230K Buy
+997
New +$249K ﹤0.01% 2156
2021
Q4 		– Sell
-317
Closed -$156K – 3869
2021
Q3 		$156K Buy
317
+15
+5% +$7.39K ﹤0.01% 2769
2021
Q2 		$149K Buy
+302
New +$148K ﹤0.01% 2492

Other funds holding PIII

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HRT Financial's PIII Position: Q2 2026 in Review

HRT Financial increased its P3 Health Partners (PIII) stake by 263% in Q2 2026, buying an estimated $295K and bringing the position to 54,717 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

HRT Financial first reported a position in PIII in Q2 2021 and has held it in 12 quarters since. The position peaked at $616K in Q3 2023. 18 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

  • HRT Financial held 54,717 shares of P3 Health Partners worth $590K as of Q2 2026.
  • HRT Financial bought 39,625 P3 Health Partners shares in Q2 2026, an estimated $295K.
  • P3 Health Partners made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2524 holding.
  • HRT Financial first reported a position in P3 Health Partners in Q2 2021 and has held it in 12 quarters since.
  • HRT Financial's P3 Health Partners position peaked at $616K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.