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Pinnacle Wealth Planning Services’s National Health Investors NHI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.94K Hold
91
– – ﹤0.01% 2202
2026
Q1 		$7.36K Hold
91
– – ﹤0.01% 2132
2025
Q4 		$6.95K Buy
+91
New +$6.98K ﹤0.01% 2170
2021
Q1 		– Sell
-803
Closed -$56K – 1378
2020
Q4 		$56K Buy
+803
New +$51K 0.01% 737

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Pinnacle Wealth Planning Services held its National Health Investors (NHI) position steady in Q2 2026 at 91 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Pinnacle Wealth Planning Services first reported a position in NHI in Q4 2020 and has held it in 4 quarters since. The position peaked at $56K in Q4 2020. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 91 shares of National Health Investors worth $6.94K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2202 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Health Investors in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's National Health Investors position peaked at $56K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

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