Pinnacle Wealth Planning Services’s Ichor Holdings ICHR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ICHR Stock Details ICHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.9K	Buy	564 +24	+4%	+$1.67K	﹤0.01%	1513
2026 Q2	$60.6K	Buy	540 +318	+143%	+$22.9K	0.01%	1143
2026 Q1	$10.3K	Buy	222 +34	+18%	+$1.32K	﹤0.01%	1980
2025 Q4	$3.46K	Buy	+188	New	+$3.48K	﹤0.01%	2361
2021 Q1	–	Sell	-105	Closed	-$3K	–	1089
2020 Q4	$3K	Buy	+105	New	+$2.97K	﹤0.01%	1824

Other funds holding ICHR

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

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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Concentrum Wealth Management San Jose, California $476M AUM 37.82% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Ichor Holdings (ICHR) stake by 4.4% in Q3 2026, buying an estimated $1.67K and bringing the position to 564 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Pinnacle Wealth Planning Services first reported a position in ICHR in Q4 2020 and has held it in 5 quarters since. The position peaked at $60.6K in Q2 2026. 134 funds tracked by Wall St. Rank hold ICHR as of Q3 2026.

Pinnacle Wealth Planning Services held 564 shares of Ichor Holdings worth $34.9K as of Q3 2026.
Pinnacle Wealth Planning Services bought 24 Ichor Holdings shares in Q3 2026, an estimated $1.67K.
Ichor Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1513 holding.
Pinnacle Wealth Planning Services first reported a position in Ichor Holdings in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Ichor Holdings position peaked at $60.6K in Q2 2026.
134 funds tracked by Wall St. Rank held Ichor Holdings as of Q3 2026.

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