True Wealth Design’s Premier PINC Stock Holding History

True Wealth Design’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 Q4	–	Sell	-35	Closed	-$968	–	2761
2025 Q3	$968	Buy	35 +33	+1,650%	+$797	﹤0.01%	1760
2025 Q2	$44	Hold	2	–	–	﹤0.01%	2409
2025 Q1	$39	Sell	2 -57	-97%	-$1.12K	﹤0.01%	2444
2024 Q4	$1.25K	Sell	59 -609	-91%	-$12.9K	﹤0.01%	869
2024 Q3	$13.4K	Buy	+668	New	+$13.3K	0.01%	386

Other funds holding PINC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's PINC Position: Q4 2025 in Review

True Wealth Design sold out of Premier (PINC) in Q4 2025, closing a stake of 35 shares — an estimated $968 sold.

True Wealth Design first reported a position in PINC in Q3 2024 and held it in 5 quarters. The position peaked at $13.4K in Q3 2024. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

True Wealth Design reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 35 Premier shares in Q4 2025, an estimated $968.
True Wealth Design first reported a position in Premier in Q3 2024 and held it in 5 quarters.
True Wealth Design's Premier position peaked at $13.4K in Q3 2024.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.