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Pinnacle Wealth Planning Services’s Pediatrix Medical MD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Sell
7,570
-3,575
-32% -$81.3K 0.02% 540
2026
Q1 		$238K Buy
11,145
+2
+0% +$42 0.02% 415
2025
Q4 		$238K Buy
+11,143
New +$228K 0.02% 406
2025
Q3 		– Sell
-12,712
Closed -$182K – 497
2025
Q2 		$182K Buy
+12,712
New +$174K 0.02% 429
2021
Q1 		– Sell
-25
Closed -$1K – 1284
2020
Q4 		$1K Buy
+25
New +$469 ﹤0.01% 2135

Other funds holding MD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Pediatrix Medical (MD) stake by 32% in Q2 2026, selling an estimated $81.3K and leaving 7,570 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #540.

Pinnacle Wealth Planning Services first reported a position in MD in Q4 2020 and has held it in 5 quarters since. The position peaked at $238K in Q1 2026. 305 funds tracked by Wall St. Rank hold MD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,570 shares of Pediatrix Medical worth $192K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3,575 Pediatrix Medical shares in Q2 2026, an estimated $81.3K.
  • Pediatrix Medical made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #540 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pediatrix Medical in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Pediatrix Medical position peaked at $238K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Pediatrix Medical as of Q2 2026.

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