TWD
PNTG icon

True Wealth Design’s Pennant Group PNTG Stock Holding History

True Wealth Design’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$275 – 2836
2026
Q1 		$275 Hold
9
– – ﹤0.01% 2247
2025
Q4 		$254 Buy
9
+4
+80% +$106 ﹤0.01% 2165
2025
Q3 		$127 Sell
5
-6
-55% -$147 ﹤0.01% 2407
2025
Q2 		$329 Hold
11
– – ﹤0.01% 1893
2025
Q1 		$277 Buy
+11
New +$281 ﹤0.01% 1811

Other funds holding PNTG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's PNTG Position: Q2 2026 in Review

True Wealth Design sold out of Pennant Group (PNTG) in Q2 2026, closing a stake of 9 shares — an estimated $275 sold.

True Wealth Design first reported a position in PNTG in Q1 2025 and held it in 5 quarters. The position peaked at $329 in Q2 2025. 8 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

  • True Wealth Design reported no remaining Pennant Group position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 9 Pennant Group shares in Q2 2026, an estimated $275.
  • True Wealth Design first reported a position in Pennant Group in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Pennant Group position peaked at $329 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Pennant Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.