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Pinnacle Wealth Planning Services’s Mattel MAT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12K Buy
81
+10
+14% +$146 ﹤0.01% 2569
2026
Q1 		$1.03K Buy
71
+8
+13% +$146 ﹤0.01% 2549
2025
Q4 		$1.25K Buy
+63
New +$1.22K ﹤0.01% 2557

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Mattel (MAT) stake by 14% in Q2 2026, buying an estimated $146 and bringing the position to 81 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Pinnacle Wealth Planning Services first reported a position in MAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25K in Q4 2025. 403 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 81 shares of Mattel worth $1.12K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Mattel shares in Q2 2026, an estimated $146.
  • Mattel made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2569 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mattel in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Mattel position peaked at $1.25K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

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