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Pinnacle Wealth Planning Services’s Integra LifeSciences IART Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.6K Buy
2,719
+288
+12% +$3.16K ﹤0.01% 1565
2025
Q4 		$30.2K Buy
+2,431
New +$32.3K ﹤0.01% 1517

Other funds holding IART

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Pinnacle Wealth Planning Services increased its Integra LifeSciences (IART) stake by 12% in Q1 2026, buying an estimated $3.16K and bringing the position to 2,719 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Pinnacle Wealth Planning Services first reported a position in IART in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.2K in Q4 2025. 201 funds tracked by Wall St. Rank hold IART as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,719 shares of Integra LifeSciences worth $25.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 288 Integra LifeSciences shares in Q1 2026, an estimated $3.16K.
  • Integra LifeSciences made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1565 holding.
  • Pinnacle Wealth Planning Services first reported a position in Integra LifeSciences in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Integra LifeSciences position peaked at $30.2K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Integra LifeSciences as of Q1 2026.

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