PWPS
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Pinnacle Wealth Planning Services’s Opendoor OPEN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411 Sell
89
-46
-34% -$220 ﹤0.01% 2667
2026
Q1 		$632 Hold
135
– – ﹤0.01% 2603
2025
Q4 		$787 Buy
+135
New +$967 ﹤0.01% 2608

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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Opendoor (OPEN) stake by 34% in Q2 2026, selling an estimated $220 and leaving 89 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Pinnacle Wealth Planning Services first reported a position in OPEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $787 in Q4 2025. 391 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 89 shares of Opendoor worth $411 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 46 Opendoor shares in Q2 2026, an estimated $220.
  • Opendoor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2667 holding.
  • Pinnacle Wealth Planning Services first reported a position in Opendoor in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Opendoor position peaked at $787 in Q4 2025.
  • 391 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.