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Pinnacle Wealth Planning Services’s Miller Industries MLR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$614 Hold
12
– – ﹤0.01% 2634
2026
Q1 		$547 Hold
12
– – ﹤0.01% 2616
2025
Q4 		$448 Buy
+12
New +$467 ﹤0.01% 2659
2021
Q1 		– Sell
-12
Closed – – 1311
2020
Q4 		$0 Buy
+12
New +$399 ﹤0.01% 2288

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Miller Industries (MLR) position steady in Q2 2026 at 12 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Pinnacle Wealth Planning Services first reported a position in MLR in Q4 2020 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold MLR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 12 shares of Miller Industries worth $614 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Miller Industries share count unchanged in Q2 2026.
  • Miller Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2634 holding.
  • Pinnacle Wealth Planning Services first reported a position in Miller Industries in Q4 2020 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Miller Industries as of Q2 2026.

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