IPW
PINC

Impact Partnership Wealth’s Premier PINC Stock Holding History

Impact Partnership Wealth’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
-10,551
Closed -$203K – 342
2025
Q1 		$203K Sell
10,551
-11,555
-52% -$228K 0.04% 244
2024
Q4 		$469K Buy
22,106
+10,161
+85% +$216K 0.09% 133
2024
Q3 		$239K Buy
11,945
+795
+7% +$15.8K 0.05% 208
2024
Q2 		$208K Buy
11,150
+2,340
+27% +$46.4K 0.05% 203
2024
Q1 		$195K Sell
8,810
-1,495
-15% -$32.3K 0.08% 182
2023
Q4 		$230K Buy
+10,305
New +$213K 0.08% 159

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 $552B AUM 44.19% 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 $226B AUM 44.75% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Impact Partnership Wealth's PINC Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Premier (PINC) in Q2 2025, closing a stake of 10,551 shares — an estimated $203K sold.

Impact Partnership Wealth first reported a position in PINC in Q4 2023 and held it in 6 quarters. The position peaked at $469K in Q4 2024. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Premier position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,551 Premier shares in Q2 2025, an estimated $203K.
  • Impact Partnership Wealth first reported a position in Premier in Q4 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Premier position peaked at $469K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.