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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
Q2 		$58.7K Buy
1,264
+35
+3% +$1.26K 0.01% 1160
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ASTH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Astrana Health (ASTH) stake by 2.8% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,264 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #1160.

Pinnacle Wealth Planning Services first reported a position in ASTH in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold ASTH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,264 shares of Astrana Health worth $58.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 35 Astrana Health shares in Q2 2026, an estimated $1.26K.
  • Astrana Health made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1160 holding.
  • Pinnacle Wealth Planning Services first reported a position in Astrana Health in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Astrana Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.