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Pinnacle Wealth Planning Services’s Omega Healthcare OHI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133K Sell
2,798
-32
-1% -$1.48K 0.01% 719
2026
Q1 		$124K Buy
2,830
+32
+1% +$1.46K 0.01% 686
2025
Q4 		$124K Buy
+2,798
New +$121K 0.01% 675
2021
Q1 		– Sell
-52
Closed -$2K – 1436
2020
Q4 		$2K Buy
+52
New +$1.76K ﹤0.01% 1958

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Omega Healthcare (OHI) stake by 1.1% in Q2 2026, selling an estimated $1.48K and leaving 2,798 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #719.

Pinnacle Wealth Planning Services first reported a position in OHI in Q4 2020 and has held it in 4 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,798 shares of Omega Healthcare worth $133K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 32 Omega Healthcare shares in Q2 2026, an estimated $1.48K.
  • Omega Healthcare made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #719 holding.
  • Pinnacle Wealth Planning Services first reported a position in Omega Healthcare in Q4 2020 and has held it in 4 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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