Pinnacle Wealth Planning Services
NOV icon

Pinnacle Wealth Planning Services’s NOV NOV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.44K Sell
237
-38
-14% -$763 ﹤0.01% 2324
2026
Q2 		$5.1K Buy
275
+68
+33% +$1.36K ﹤0.01% 2284
2026
Q1 		$3.89K Buy
207
+88
+74% +$1.65K ﹤0.01% 2312
2025
Q4 		$1.86K Buy
+119
New +$1.76K ﹤0.01% 2495
2021
Q1 		– Sell
-762
Closed -$10K – 1393
2020
Q4 		$10K Buy
+762
New +$8.62K ﹤0.01% 1397

Other funds holding NOV

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's NOV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its NOV (NOV) stake by 14% in Q3 2026, selling an estimated $763 and leaving 237 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Pinnacle Wealth Planning Services first reported a position in NOV in Q4 2020 and has held it in 5 quarters since. The position peaked at $10K in Q4 2020. 123 funds tracked by Wall St. Rank hold NOV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 237 shares of NOV worth $4.44K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 38 NOV shares in Q3 2026, an estimated $763.
  • NOV made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2324 holding.
  • Pinnacle Wealth Planning Services first reported a position in NOV in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's NOV position peaked at $10K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held NOV as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.