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Pinnacle Wealth Planning Services’s American Vanguard Corp AVD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-340
Closed -$1.3K – 2744
2025
Q4 		$1.3K Buy
+340
New +$1.59K ﹤0.01% 2554
2024
Q3 		– Sell
-10,995
Closed -$94.6K – 534
2024
Q2 		$94.6K Sell
10,995
-266
-2% -$2.72K 0.01% 487
2024
Q1 		$146K Hold
11,261
– – 0.02% 458
2023
Q4 		$124K Buy
+11,261
New +$112K 0.02% 439
2021
Q1 		– Sell
-252
Closed -$4K – 478
2020
Q4 		$4K Buy
+252
New +$3.71K ﹤0.01% 1709

Other funds holding AVD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of American Vanguard Corp (AVD) in Q1 2026, closing a stake of 340 shares — an estimated $1.3K sold.

Pinnacle Wealth Planning Services first reported a position in AVD in Q4 2020 and held it in 5 quarters. The position peaked at $146K in Q1 2024. 118 funds tracked by Wall St. Rank hold AVD as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining American Vanguard Corp position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 340 American Vanguard Corp shares in Q1 2026, an estimated $1.3K.
  • Pinnacle Wealth Planning Services first reported a position in American Vanguard Corp in Q4 2020 and held it in 5 quarters.
  • Pinnacle Wealth Planning Services's American Vanguard Corp position peaked at $146K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held American Vanguard Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.