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Pinnacle Wealth Planning Services’s CorMedix CRMD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CRMD Stock Details CRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,430
Closed -$16.6K – 2765
2025
Q4 		$16.6K Buy
+1,430
New +$15.8K ﹤0.01% 1803
2021
Q1 		– Sell
-171
Closed -$1K – 706
2020
Q4 		$1K Buy
+171
New +$1.16K ﹤0.01% 2090

Other funds holding CRMD

DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pinnacle Wealth Planning Services sold out of CorMedix (CRMD) in Q1 2026, closing a stake of 1,430 shares — an estimated $16.6K sold.

Pinnacle Wealth Planning Services first reported a position in CRMD in Q4 2020 and held it in 2 quarters. The position peaked at $16.6K in Q4 2025. 188 funds tracked by Wall St. Rank hold CRMD as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining CorMedix position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,430 CorMedix shares in Q1 2026, an estimated $16.6K.
  • Pinnacle Wealth Planning Services first reported a position in CorMedix in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's CorMedix position peaked at $16.6K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held CorMedix as of Q1 2026.

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