MGIA
PIII icon

Moneta Group Investment Advisors’s P3 Health Partners PIII Stock Holding History

Moneta Group Investment Advisors’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
2025
Q2 		– Sell
-45
Closed -$18.5K – 722
2025
Q1 		$18.5K Sell
45
-2,211
-98% -$21.8K ﹤0.01% 663
2024
Q4 		$25.4K Hold
2,256
– – ﹤0.01% 659
2024
Q3 		$43.6K Hold
2,256
– – ﹤0.01% 641
2024
Q2 		$50.8K Hold
2,256
– – ﹤0.01% 601
2024
Q1 		$116K Hold
2,256
– – ﹤0.01% 583
2023
Q4 		$159K Hold
2,256
– – ﹤0.01% 538
2023
Q3 		$166K Hold
2,256
– – ﹤0.01% 499
2023
Q2 		$337K Hold
2,256
– – 0.01% 412
2023
Q1 		$120K Buy
+2,256
New +$136K ﹤0.01% 509

Other funds holding PIII

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's PIII Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of P3 Health Partners (PIII) in Q2 2025, closing a stake of 45 shares — an estimated $18.5K sold.

Moneta Group Investment Advisors first reported a position in PIII in Q1 2023 and held it in 9 quarters. The position peaked at $337K in Q2 2023. 16 funds tracked by Wall St. Rank hold PIII as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining P3 Health Partners position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 45 P3 Health Partners shares in Q2 2025, an estimated $18.5K.
  • Moneta Group Investment Advisors first reported a position in P3 Health Partners in Q1 2023 and held it in 9 quarters.
  • Moneta Group Investment Advisors's P3 Health Partners position peaked at $337K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.