PWPS
IMMR icon

Pinnacle Wealth Planning Services’s Immersion IMMR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Buy
2,159
+620
+40% +$3.91K ﹤0.01% 1916
2026
Q1 		$8.4K Buy
+1,539
New +$9.7K ﹤0.01% 2072

Other funds holding IMMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Immersion (IMMR) stake by 40% in Q2 2026, buying an estimated $3.91K and bringing the position to 2,159 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Pinnacle Wealth Planning Services first reported a position in IMMR in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold IMMR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,159 shares of Immersion worth $14.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 620 Immersion shares in Q2 2026, an estimated $3.91K.
  • Immersion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1916 holding.
  • Pinnacle Wealth Planning Services first reported a position in Immersion in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Immersion as of Q2 2026.

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