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 Q3	$60.2K	Buy	1,046 +111	+12%	+$7.06K	0.01%	1146
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Freshpet (FRPT) stake by 12% in Q3 2026, buying an estimated $7.06K and bringing the position to 1,046 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #1146.

Pinnacle Wealth Planning Services first reported a position in FRPT in Q4 2020 and has held it in 5 quarters since. The position peaked at $72.7K in Q1 2026. 133 funds tracked by Wall St. Rank hold FRPT as of Q3 2026.

Pinnacle Wealth Planning Services held 1,046 shares of Freshpet worth $60.2K as of Q3 2026.
Pinnacle Wealth Planning Services bought 111 Freshpet shares in Q3 2026, an estimated $7.06K.
Freshpet made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1146 holding.
Pinnacle Wealth Planning Services first reported a position in Freshpet in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Freshpet position peaked at $72.7K in Q1 2026.
133 funds tracked by Wall St. Rank held Freshpet as of Q3 2026.

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