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Pinnacle Wealth Planning Services’s MarketWise MKTW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-436
Closed -$6.55K – 2814
2025
Q4 		$6.55K Buy
+436
New +$6.82K ﹤0.01% 2191

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKTW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of MarketWise (MKTW) in Q1 2026, closing a stake of 436 shares — an estimated $6.55K sold.

Pinnacle Wealth Planning Services first reported a position in MKTW in Q4 2025 and held it in 1 quarter. The position peaked at $6.55K in Q4 2025. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining MarketWise position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 436 MarketWise shares in Q1 2026, an estimated $6.55K.
  • Pinnacle Wealth Planning Services first reported a position in MarketWise in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's MarketWise position peaked at $6.55K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.