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Pinnacle Wealth Planning Services’s Life Time Group Holdings LTH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Buy
3,108
+74
+2% +$2.35K 0.01% 746
2026
Q1 		$81.7K Buy
+3,034
New +$83.9K 0.01% 912

Other funds holding LTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Life Time Group Holdings (LTH) stake by 2.4% in Q2 2026, buying an estimated $2.35K and bringing the position to 3,108 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #746.

Pinnacle Wealth Planning Services first reported a position in LTH in Q1 2026 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,108 shares of Life Time Group Holdings worth $127K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 74 Life Time Group Holdings shares in Q2 2026, an estimated $2.35K.
  • Life Time Group Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #746 holding.
  • Pinnacle Wealth Planning Services first reported a position in Life Time Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

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