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Pinnacle Wealth Planning Services’s Nature's Sunshine NATR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Hold
5,486
– – 0.01% 775
2026
Q1 		$132K Sell
5,486
-4
-0.1% -$99 0.01% 655
2025
Q4 		$118K Buy
+5,490
New +$101K 0.01% 691

Other funds holding NATR

WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Nature's Sunshine (NATR) position steady in Q2 2026 at 5,486 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #775.

Pinnacle Wealth Planning Services first reported a position in NATR in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q1 2026. 153 funds tracked by Wall St. Rank hold NATR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,486 shares of Nature's Sunshine worth $120K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Nature's Sunshine share count unchanged in Q2 2026.
  • Nature's Sunshine made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #775 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nature's Sunshine in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nature's Sunshine position peaked at $132K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2026.

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