PWMG
PINC

Private Wealth Management Group’s Premier PINC Stock Holding History

Private Wealth Management Group’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-182
Closed -$3.86K – 1566
2024
Q4 		$3.86K Sell
182
-122
-40% -$2.59K ﹤0.01% 849
2024
Q3 		$6.08K Hold
304
– – ﹤0.01% 653
2024
Q2 		$5.68K Buy
304
+178
+141% +$3.53K ﹤0.01% 659
2024
Q1 		$2.79K Buy
126
+15
+14% +$325 ﹤0.01% 836
2023
Q4 		$2.48K Buy
+111
New +$2.29K ﹤0.01% 885

Other funds holding PINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's PINC Position: Q1 2025 in Review

Private Wealth Management Group sold out of Premier (PINC) in Q1 2025, closing a stake of 182 shares — an estimated $3.86K sold.

Private Wealth Management Group first reported a position in PINC in Q4 2023 and held it in 5 quarters. The position peaked at $6.08K in Q3 2024. 266 funds tracked by Wall St. Rank hold PINC as of Q1 2025.

  • Private Wealth Management Group reported no remaining Premier position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 182 Premier shares in Q1 2025, an estimated $3.86K.
  • Private Wealth Management Group first reported a position in Premier in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Premier position peaked at $6.08K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Premier as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.