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Pinnacle Wealth Planning Services’s National Vision EYE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.38K Sell
388
-921
-70% -$18.8K ﹤0.01% 2180
2026
Q1 		$33.9K Buy
1,309
+81
+7% +$2.2K ﹤0.01% 1420
2025
Q4 		$31.7K Buy
+1,228
New +$33K ﹤0.01% 1485
2021
Q1 		– Sell
-274
Closed -$12K – 886
2020
Q4 		$12K Buy
+274
New +$11.9K ﹤0.01% 1330

Other funds holding EYE

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's EYE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its National Vision (EYE) stake by 70% in Q2 2026, selling an estimated $18.8K and leaving 388 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Pinnacle Wealth Planning Services first reported a position in EYE in Q4 2020 and has held it in 4 quarters since. The position peaked at $33.9K in Q1 2026. 233 funds tracked by Wall St. Rank hold EYE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 388 shares of National Vision worth $7.38K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 921 National Vision shares in Q2 2026, an estimated $18.8K.
  • National Vision made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2180 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Vision in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's National Vision position peaked at $33.9K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held National Vision as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.