PWPS
NIQ

Pinnacle Wealth Planning Services’s NIQ Global Intelligence PLC NIQ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NIQ Stock Details NIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-206
Closed -$3.4K – 2880
2025
Q4 		$3.4K Buy
+206
New +$3.02K ﹤0.01% 2367

Other funds holding NIQ

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
AIM
Alamut Investment Management London $100M AUM
JP
JNE Partners London, United Kingdom $244M AUM 15.73% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of NIQ Global Intelligence PLC (NIQ) in Q1 2026, closing a stake of 206 shares — an estimated $3.4K sold.

Pinnacle Wealth Planning Services first reported a position in NIQ in Q4 2025 and held it in 1 quarter. The position peaked at $3.4K in Q4 2025. 143 funds tracked by Wall St. Rank hold NIQ as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining NIQ Global Intelligence PLC position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 206 NIQ Global Intelligence PLC shares in Q1 2026, an estimated $3.4K.
  • Pinnacle Wealth Planning Services first reported a position in NIQ Global Intelligence PLC in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NIQ Global Intelligence PLC position peaked at $3.4K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held NIQ Global Intelligence PLC as of Q1 2026.

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