Pinnacle Wealth Planning Services’s QuidelOrtho QDEL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QDEL Stock Details QDEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.1K	Sell	2,005 -1,031	-34%	-$15.1K	﹤0.01%	1753
2026 Q2	$53.2K	Buy	3,036 +2,942	+3,130%	+$38.9K	0.01%	1234
2026 Q1	$1.54K	Sell	94 -541	-85%	-$13.3K	﹤0.01%	2488
2025 Q4	$18.1K	Buy	+635	New	+$17.2K	﹤0.01%	1768
2021 Q1	–	Sell	-213	Closed	-$38K	–	1564
2020 Q4	$38K	Buy	+213	New	+$47.3K	0.01%	918

Other funds holding QDEL

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's QDEL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its QuidelOrtho (QDEL) stake by 34% in Q3 2026, selling an estimated $15.1K and leaving 2,005 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Pinnacle Wealth Planning Services first reported a position in QDEL in Q4 2020 and has held it in 5 quarters since. The position peaked at $53.2K in Q2 2026. 91 funds tracked by Wall St. Rank hold QDEL as of Q3 2026.

Pinnacle Wealth Planning Services held 2,005 shares of QuidelOrtho worth $21.1K as of Q3 2026.
Pinnacle Wealth Planning Services sold 1,031 QuidelOrtho shares in Q3 2026, an estimated $15.1K.
QuidelOrtho made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1753 holding.
Pinnacle Wealth Planning Services first reported a position in QuidelOrtho in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's QuidelOrtho position peaked at $53.2K in Q2 2026.
91 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.