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Pinnacle Wealth Planning Services’s Freshpet FRPT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FRPT Stock Details FRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.3K Sell
935
-298
-24% -$17.1K 0.01% 1202
2026
Q1 		$72.7K Buy
1,233
+50
+4% +$3.51K 0.01% 994
2025
Q4 		$72.1K Buy
+1,183
New +$67.1K 0.01% 972
2021
Q1 		– Sell
-143
Closed -$20K – 946
2020
Q4 		$20K Buy
+143
New +$18.5K ﹤0.01% 1149

Other funds holding FRPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Freshpet (FRPT) stake by 24% in Q2 2026, selling an estimated $17.1K and leaving 935 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #1202.

Pinnacle Wealth Planning Services first reported a position in FRPT in Q4 2020 and has held it in 4 quarters since. The position peaked at $72.7K in Q1 2026. 317 funds tracked by Wall St. Rank hold FRPT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 935 shares of Freshpet worth $55.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 298 Freshpet shares in Q2 2026, an estimated $17.1K.
  • Freshpet made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1202 holding.
  • Pinnacle Wealth Planning Services first reported a position in Freshpet in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Freshpet position peaked at $72.7K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Freshpet as of Q2 2026.

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