Pinnacle Wealth Planning Services
ADEA icon

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
Q3 		$90.1K Sell
3,520
-69
-2% -$1.85K 0.01% 913
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's ADEA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Adeia (ADEA) stake by 1.9% in Q3 2026, selling an estimated $1.85K and leaving 3,520 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #913.

Pinnacle Wealth Planning Services first reported a position in ADEA in Q4 2020 and has held it in 5 quarters since. The position peaked at $118K in Q2 2026. 148 funds tracked by Wall St. Rank hold ADEA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,520 shares of Adeia worth $90.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 69 Adeia shares in Q3 2026, an estimated $1.85K.
  • Adeia made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #913 holding.
  • Pinnacle Wealth Planning Services first reported a position in Adeia in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Adeia position peaked at $118K in Q2 2026.
  • 148 funds tracked by Wall St. Rank held Adeia as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.