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Pinnacle Wealth Planning Services’s Astrana Health ASTH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ASTH Stock Details ASTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.1K Buy
1,229
+1,124
+1,070% +$26.6K ﹤0.01% 1482
2025
Q4 		$2.6K Buy
+105
New +$2.79K ﹤0.01% 2424

Other funds holding ASTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's ASTH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Astrana Health (ASTH) stake by 1,070% in Q1 2026, buying an estimated $26.6K and bringing the position to 1,229 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Pinnacle Wealth Planning Services first reported a position in ASTH in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold ASTH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,229 shares of Astrana Health worth $30.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,124 Astrana Health shares in Q1 2026, an estimated $26.6K.
  • Astrana Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1482 holding.
  • Pinnacle Wealth Planning Services first reported a position in Astrana Health in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Astrana Health as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.