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Pinnacle Wealth Management Advisory Group’s Pennant Group PNTG Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
12,149
-1,482
-11% -$45.8K 0.03% 349
2025
Q4 		$384K Buy
+13,631
New +$363K 0.03% 334

Other funds holding PNTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIM
Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's PNTG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Pennant Group (PNTG) stake by 11% in Q1 2026, selling an estimated $45.8K and leaving 12,149 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #349.

Pinnacle Wealth Management Advisory Group first reported a position in PNTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $384K in Q4 2025. 189 funds tracked by Wall St. Rank hold PNTG as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 12,149 shares of Pennant Group worth $370K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,482 Pennant Group shares in Q1 2026, an estimated $45.8K.
  • Pennant Group made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #349 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Pennant Group in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Pennant Group position peaked at $384K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Pennant Group as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.