Pinnacle Wealth Planning Services
EH icon

Pinnacle Wealth Planning Services’s EHang Holdings EH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EH Stock Details EH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.17K Buy
+277
New +$1.42K ﹤0.01% 2588
2026
Q2 		– Sell
-274
Closed -$2.66K – 2777
2026
Q1 		$2.66K Buy
+274
New +$3.37K ﹤0.01% 2395

Other funds holding EH

Axim Planning & Wealth
Axim Planning & Wealth Springboro, Ohio $26.5M AUM 44.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in EHang Holdings (EH) in Q3 2026: 277 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #2588 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in EH as recently as Q1 2026.

Pinnacle Wealth Planning Services first reported a position in EH in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.66K in Q1 2026. 23 funds tracked by Wall St. Rank hold EH as of Q3 2026.

  • Pinnacle Wealth Planning Services held 277 shares of EHang Holdings worth $1.17K as of Q3 2026.
  • EHang Holdings was a new Pinnacle Wealth Planning Services position in Q3 2026.
  • EHang Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2588 holding.
  • Pinnacle Wealth Planning Services first reported a position in EHang Holdings in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's EHang Holdings position peaked at $2.66K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held EHang Holdings as of Q3 2026.

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