PWPS
VMD icon

Pinnacle Wealth Planning Services’s Viemed Healthcare VMD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VMD Stock Details VMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.47K Hold
703
– – ﹤0.01% 2177
2025
Q4 		$5.22K Buy
+703
New +$4.82K ﹤0.01% 2267
2024
Q2 		– Sell
-14,309
Closed -$135K – 551
2024
Q1 		$135K Buy
+14,309
New +$123K 0.02% 464
2022
Q1 		– Sell
-17,430
Closed -$91K – 482
2021
Q4 		$91K Buy
+17,430
New +$97.3K 0.02% 403

Other funds holding VMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Viemed Healthcare (VMD) position steady in Q1 2026 at 703 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Pinnacle Wealth Planning Services first reported a position in VMD in Q4 2021 and has held it in 4 quarters since. The position peaked at $135K in Q1 2024. 149 funds tracked by Wall St. Rank hold VMD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 703 shares of Viemed Healthcare worth $6.47K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Viemed Healthcare share count unchanged in Q1 2026.
  • Viemed Healthcare made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2177 holding.
  • Pinnacle Wealth Planning Services first reported a position in Viemed Healthcare in Q4 2021 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Viemed Healthcare position peaked at $135K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Viemed Healthcare as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.