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Pinnacle Wealth Planning Services’s Adeia ADEA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Buy
3,589
+48
+1% +$1.42K 0.01% 782
2026
Q1 		$85.1K Buy
3,541
+101
+3% +$2.05K 0.01% 879
2025
Q4 		$59.3K Buy
+3,440
New +$51K 0.01% 1089
2021
Q1 		– Sell
-873
Closed -$5K – 362
2020
Q4 		$5K Buy
+873
New +$3.79K ﹤0.01% 1631

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's ADEA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Adeia (ADEA) stake by 1.4% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,589 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #782.

Pinnacle Wealth Planning Services first reported a position in ADEA in Q4 2020 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,589 shares of Adeia worth $118K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 48 Adeia shares in Q2 2026, an estimated $1.42K.
  • Adeia made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #782 holding.
  • Pinnacle Wealth Planning Services first reported a position in Adeia in Q4 2020 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.