Position in MDWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,987
+$8,804 QoQ
Shares Held
2,108
+53.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 79 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDWD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $7,395,427 across 103 Biotechnology names. MDWD ranks #49 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,321 | $656,180 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
1,637 | $394,467 | |
| 3 | PTGX |
Protagonist Therapeutics, Inc
|
3,129 | $383,552 | |
| 4 | CORT |
Corcept Therapeutics Inc
|
3,880 | $337,366 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
540 | $336,711 | |
| 6 | ARGX |
Argenx SE
|
349 | $323,791 | |
| 7 | IDYA |
IDEAYA Biosciences, Inc.
|
8,174 | $304,644 | |
| 8 | KRYS |
Krystal Biotech, Inc.
|
814 | $302,539 |
All Filings in MDWD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,987 | 2,108 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,183 | 1,377 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $45,743 | 2,478 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||