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Pinnacle Wealth Planning Services’s Monro MNRO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123K Sell
7,655
-3,160
-29% -$61.4K 0.01% 691
2025
Q4 		$217K Buy
10,815
+541
+5% +$9.96K 0.02% 443
2025
Q3 		$185K Buy
+10,274
New +$169K 0.02% 458
2021
Q1 		– Sell
-63
Closed -$4K – 1317
2020
Q4 		$4K Buy
+63
New +$2.88K ﹤0.01% 1740

Other funds holding MNRO

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Monro (MNRO) stake by 29% in Q1 2026, selling an estimated $61.4K and leaving 7,655 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #691.

Pinnacle Wealth Planning Services first reported a position in MNRO in Q4 2020 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 184 funds tracked by Wall St. Rank hold MNRO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,655 shares of Monro worth $123K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,160 Monro shares in Q1 2026, an estimated $61.4K.
  • Monro made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #691 holding.
  • Pinnacle Wealth Planning Services first reported a position in Monro in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Monro position peaked at $217K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Monro as of Q1 2026.

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