PWPS
PARA

Pinnacle Wealth Planning Services’s Paramount Global Class B PARA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,777
Closed -$189K – 476
2025
Q1 		$189K Buy
+15,777
New +$176K 0.03% 368
2021
Q1 		– Sell
-1,807
Closed -$68K – 1474
2020
Q4 		$68K Buy
+1,807
New +$58K 0.02% 645

Other funds holding PARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's PARA Position: Q2 2025 in Review

Pinnacle Wealth Planning Services sold out of Paramount Global Class B (PARA) in Q2 2025, closing a stake of 15,777 shares — an estimated $189K sold.

Pinnacle Wealth Planning Services first reported a position in PARA in Q4 2020 and held it in 2 quarters. The position peaked at $189K in Q1 2025. 567 funds tracked by Wall St. Rank hold PARA as of Q2 2025.

  • Pinnacle Wealth Planning Services reported no remaining Paramount Global Class B position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 15,777 Paramount Global Class B shares in Q2 2025, an estimated $189K.
  • Pinnacle Wealth Planning Services first reported a position in Paramount Global Class B in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Paramount Global Class B position peaked at $189K in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Paramount Global Class B as of Q2 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2025, filed 11 Aug 2025.