Position in PGNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,336
+$9,902 QoQ
Shares Held
1,191
-17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 309 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGNY Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,243,497 across 10 Healthcare Plans names. PGNY ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,423 | $1,838,331 | |
| 2 | CI |
Cigna Group
|
1,307 | $360,313 | |
| 3 | ELV |
Elevance Health, Inc.
|
807 | $312,091 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
1,181 | $270,094 | |
| 5 | CVS |
CVS HEALTH Corp
|
2,316 | $239,590 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
4,314 | $102,716 | |
| 7 | HUM |
Humana Inc
|
124 | $49,255 | |
| 8 | PGNY |
Progyny, Inc.
This page
|
1,191 | $34,336 |
All Filings in PGNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,336 | 1,191 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,434 | 1,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,436 | 1,341 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||