Pinnacle Wealth Planning Services
OI icon

Pinnacle Wealth Planning Services’s O-I Glass OI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OI Stock Details OI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.49K Sell
441
-2,549
-85% -$19.1K ﹤0.01% 2439
2026
Q2 		$28.8K Buy
2,990
+2,461
+465% +$23.2K ﹤0.01% 1618
2026
Q1 		$5.56K Sell
529
-111
-17% -$1.53K ﹤0.01% 2231
2025
Q4 		$9.45K Buy
+640
New +$8.47K ﹤0.01% 2034

Other funds holding OI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its O-I Glass (OI) stake by 85% in Q3 2026, selling an estimated $19.1K and leaving 441 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Pinnacle Wealth Planning Services first reported a position in OI in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.8K in Q2 2026. 160 funds tracked by Wall St. Rank hold OI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 441 shares of O-I Glass worth $2.49K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2,549 O-I Glass shares in Q3 2026, an estimated $19.1K.
  • O-I Glass made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2439 holding.
  • Pinnacle Wealth Planning Services first reported a position in O-I Glass in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's O-I Glass position peaked at $28.8K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held O-I Glass as of Q3 2026.

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