Peak Planning Group’s Wolfspeed WOLF Stock Holding History

Peak Planning Group’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,211	Closed	-$74.7K	–	130
2024 Q4	$74.7K	Buy	+11,211	New	+$114K	0.03%	116

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Planning Group's WOLF Position: Q1 2025 in Review

Peak Planning Group sold out of Wolfspeed (WOLF) in Q1 2025, closing a stake of 11,211 shares — an estimated $74.7K sold.

Peak Planning Group first reported a position in WOLF in Q4 2024 and held it in 1 quarter. The position peaked at $74.7K in Q4 2024. 305 funds tracked by Wall St. Rank hold WOLF as of Q1 2025.

Peak Planning Group reported no remaining Wolfspeed position as of Q1 2025 after selling out during the quarter.
Peak Planning Group sold 11,211 Wolfspeed shares in Q1 2025, an estimated $74.7K.
Peak Planning Group first reported a position in Wolfspeed in Q4 2024 and held it in 1 quarter.
Peak Planning Group's Wolfspeed position peaked at $74.7K in Q4 2024.
305 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.