PWM
PINC

Parkworth Wealth Management’s Premier PINC Stock Holding History

Parkworth Wealth Management’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 		$88 Hold
4
– – ﹤0.01% 1167
2025
Q1 		$77 Sell
4
-1
-20% -$20 ﹤0.01% 1013
2024
Q4 		$106 Buy
+5
New +$106 ﹤0.01% 961

Other funds holding PINC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Parkworth Wealth Management's PINC Position: Q2 2025 in Review

Parkworth Wealth Management held its Premier (PINC) position steady in Q2 2025 at 4 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Parkworth Wealth Management first reported a position in PINC in Q4 2024 and has held it in 3 quarters since. The position peaked at $106 in Q4 2024. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Premier worth $88 as of Q2 2025.
  • Parkworth Wealth Management left its Premier share count unchanged in Q2 2025.
  • Premier made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1167 holding.
  • Parkworth Wealth Management first reported a position in Premier in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Premier position peaked at $106 in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.