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Pinnacle Wealth Planning Services’s BioLife Solutions BLFS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.87K Sell
314
-175
-36% -$4.09K ﹤0.01% 2117
2026
Q1 		$9.33K Sell
489
-1,063
-68% -$23.5K ﹤0.01% 2028
2025
Q4 		$37.5K Buy
+1,552
New +$40.6K ﹤0.01% 1389

Other funds holding BLFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its BioLife Solutions (BLFS) stake by 36% in Q2 2026, selling an estimated $4.09K and leaving 314 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Pinnacle Wealth Planning Services first reported a position in BLFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.5K in Q4 2025. 216 funds tracked by Wall St. Rank hold BLFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 314 shares of BioLife Solutions worth $8.87K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 175 BioLife Solutions shares in Q2 2026, an estimated $4.09K.
  • BioLife Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2117 holding.
  • Pinnacle Wealth Planning Services first reported a position in BioLife Solutions in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's BioLife Solutions position peaked at $37.5K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held BioLife Solutions as of Q2 2026.

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