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WealthShield Partners’s The Oncology Institute TOI Stock Holding History

WealthShield Partners’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Hold
70,154
– – 0.02% 332
2025
Q4 		$250K Hold
70,154
– – 0.03% 307
2025
Q3 		$245K Hold
70,154
– – 0.03% 302
2025
Q2 		$144K Hold
70,154
– – 0.02% 349
2025
Q1 		$80K Buy
+70,154
New +$54.3K 0.01% 391
2024
Q2 		– Sell
-24,126
Closed -$38.1K – 489
2024
Q1 		$38.1K Hold
24,126
– – 0.01% 356
2023
Q4 		$49.2K Buy
+24,126
New +$41.8K 0.01% 361

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KWM
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JAIC
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Balyasny Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
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CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthShield Partners's TOI Position: Q1 2026 in Review

WealthShield Partners held its The Oncology Institute (TOI) position steady in Q1 2026 at 70,154 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #332.

WealthShield Partners first reported a position in TOI in Q4 2023 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • WealthShield Partners held 70,154 shares of The Oncology Institute worth $215K as of Q1 2026.
  • WealthShield Partners left its The Oncology Institute share count unchanged in Q1 2026.
  • The Oncology Institute made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #332 holding.
  • WealthShield Partners first reported a position in The Oncology Institute in Q4 2023 and has held it in 7 quarters since.
  • WealthShield Partners's The Oncology Institute position peaked at $250K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.