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Pinnacle Wealth Planning Services’s Installed Building Products IBP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Buy
1,075
+53
+5% +$12.9K 0.02% 449
2026
Q1 		$271K Buy
1,022
+28
+3% +$8.38K 0.03% 372
2025
Q4 		$258K Hold
994
– – 0.03% 375
2025
Q3 		$245K Buy
+994
New +$236K 0.03% 384
2025
Q1 		– Sell
-1,403
Closed -$246K – 416
2024
Q4 		$246K Sell
1,403
-290
-17% -$63.1K 0.04% 307
2024
Q3 		$417K Buy
1,693
+86
+5% +$19.5K 0.06% 224
2024
Q2 		$331K Sell
1,607
-45
-3% -$10.1K 0.05% 262
2024
Q1 		$427K Buy
1,652
+19
+1% +$4.07K 0.06% 221
2023
Q4 		$299K Sell
1,633
-6
-0.4% -$842 0.05% 274
2023
Q3 		$205K Sell
1,639
-24
-1% -$3.39K 0.03% 362
2023
Q2 		$233K Buy
+1,663
New +$196K 0.04% 326
2021
Q1 		– Sell
-736
Closed -$75K – 1088
2020
Q4 		$75K Buy
+736
New +$75.2K 0.02% 598

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Installed Building Products (IBP) stake by 5.2% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,075 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #449.

Pinnacle Wealth Planning Services first reported a position in IBP in Q4 2020 and has held it in 12 quarters since. The position peaked at $427K in Q1 2024. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,075 shares of Installed Building Products worth $247K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 53 Installed Building Products shares in Q2 2026, an estimated $12.9K.
  • Installed Building Products made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #449 holding.
  • Pinnacle Wealth Planning Services first reported a position in Installed Building Products in Q4 2020 and has held it in 12 quarters since.
  • Pinnacle Wealth Planning Services's Installed Building Products position peaked at $427K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

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