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Pinnacle Wealth Planning Services’s PC Connection CNXN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9K Buy
272
+5
+2% +$299 ﹤0.01% 1804
2025
Q4 		$15.4K Buy
+267
New +$15.9K ﹤0.01% 1836
2021
Q1 		– Sell
-60
Closed -$3K – 682
2020
Q4 		$3K Buy
+60
New +$2.76K ﹤0.01% 1800

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its PC Connection (CNXN) stake by 1.9% in Q1 2026, buying an estimated $299 and bringing the position to 272 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Pinnacle Wealth Planning Services first reported a position in CNXN in Q4 2020 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold CNXN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 272 shares of PC Connection worth $15.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 PC Connection shares in Q1 2026, an estimated $299.
  • PC Connection made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1804 holding.
  • Pinnacle Wealth Planning Services first reported a position in PC Connection in Q4 2020 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held PC Connection as of Q1 2026.

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