PWMAG
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Pinnacle Wealth Management Advisory Group’s Verisk Analytics VRSK Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,062
Closed -$238K – 591
2025
Q4 		$238K Buy
+1,062
New +$240K 0.02% 463

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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Pinnacle Wealth Management Advisory Group's VRSK Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,062 shares — an estimated $238K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VRSK in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,062 Verisk Analytics shares in Q1 2026, an estimated $238K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Verisk Analytics in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Verisk Analytics position peaked at $238K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.