Pinion Investment Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pinion Investment Advisors, LLC opened 16 positions, added to 69, reduced 19, sold out of 6 and left 7 unchanged. The largest increase in value was NVDA (+$1,864,087); the largest decrease was AAAU (-$540,878).
- ISRG: Country of operation United States; Class COM NEW; Shares 2026-03-31 843; Shares 2026-06-30 0.
- PFE: Country of operation United States; Class COM; Shares 2026-03-31 10,342; Shares 2026-06-30 0.
- CRM: Country of operation United States; Class COM; Shares 2026-03-31 1,227; Shares 2026-06-30 0.
- VRTX: Country of operation United States; Class COM; Shares 2026-03-31 475; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1738738): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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