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Pinnacle Wealth Planning Services’s iRadimed IRMD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81K Hold
841
– – 0.01% 923
2025
Q4 		$81.8K Buy
+841
New +$72.1K 0.01% 894
2021
Q1 		– Sell
-810
Closed -$18K – 1133
2020
Q4 		$18K Buy
+810
New +$18.7K ﹤0.01% 1194

Other funds holding IRMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its iRadimed (IRMD) position steady in Q1 2026 at 841 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #923.

Pinnacle Wealth Planning Services first reported a position in IRMD in Q4 2020 and has held it in 3 quarters since. The position peaked at $81.8K in Q4 2025. 228 funds tracked by Wall St. Rank hold IRMD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 841 shares of iRadimed worth $81K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iRadimed share count unchanged in Q1 2026.
  • iRadimed made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #923 holding.
  • Pinnacle Wealth Planning Services first reported a position in iRadimed in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iRadimed position peaked at $81.8K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held iRadimed as of Q1 2026.

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