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Pinnacle Wealth Planning Services’s Maravai LifeSciences MRVI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MRVI Stock Details MRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.4K Hold
7,220
– – ﹤0.01% 1687
2025
Q4 		$23.5K Buy
+7,220
New +$24.3K ﹤0.01% 1643
2021
Q1 		– Sell
-1,102
Closed -$31K – 1331
2020
Q4 		$31K Buy
+1,102
New +$30.7K 0.01% 987

Other funds holding MRVI

GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Maravai LifeSciences (MRVI) position steady in Q1 2026 at 7,220 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Pinnacle Wealth Planning Services first reported a position in MRVI in Q4 2020 and has held it in 3 quarters since. The position peaked at $31K in Q4 2020. 158 funds tracked by Wall St. Rank hold MRVI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,220 shares of Maravai LifeSciences worth $20.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Maravai LifeSciences share count unchanged in Q1 2026.
  • Maravai LifeSciences made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1687 holding.
  • Pinnacle Wealth Planning Services first reported a position in Maravai LifeSciences in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Maravai LifeSciences position peaked at $31K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q1 2026.

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