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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Freshpet (FRPT) stake by 4.2% in Q1 2026, buying an estimated $3.51K and bringing the position to 1,233 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #994.

Pinnacle Wealth Planning Services first reported a position in FRPT in Q4 2020 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold FRPT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,233 shares of Freshpet worth $72.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 50 Freshpet shares in Q1 2026, an estimated $3.51K.
  • Freshpet made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #994 holding.
  • Pinnacle Wealth Planning Services first reported a position in Freshpet in Q4 2020 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Freshpet as of Q1 2026.

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