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Pinnacle Wealth Planning Services’s Axalta AXTA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.12K Sell
293
-4,051
-93% -$129K ﹤0.01% 2087
2025
Q4 		$140K Buy
+4,344
New +$127K 0.01% 623
2021
Q1 		– Sell
-4
Closed – – 490
2020
Q4 		$0 Buy
+4
New +$109 ﹤0.01% 2252

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Axalta (AXTA) stake by 93% in Q1 2026, selling an estimated $129K and leaving 293 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Pinnacle Wealth Planning Services first reported a position in AXTA in Q4 2020 and has held it in 3 quarters since. The position peaked at $140K in Q4 2025. 380 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 293 shares of Axalta worth $8.12K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4,051 Axalta shares in Q1 2026, an estimated $129K.
  • Axalta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2087 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axalta in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Axalta position peaked at $140K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

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