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PWPS
Pinnacle Wealth Planning Services’s
Dr. Reddy's Laboratories
RDY
Stock Holding History
Pinnacle Wealth Planning Services’s Portfolio
RDY Stock Details
RDY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$333K
Buy
24,068
+368
+2%
+$5.12K
0.03%
303
2025
Q4
$333K
Buy
23,700
+953
+4%
+$13.4K
0.03%
292
2025
Q3
$318K
Buy
22,747
+655
+3%
+$9.43K
0.04%
299
2025
Q2
$332K
Sell
22,092
-1,989
-8%
-$28.4K
0.04%
273
2025
Q1
$318K
Sell
24,081
-2,663
-10%
-$36.7K
0.05%
244
2024
Q4
$422K
Sell
26,744
-17,326
-39%
-$260K
0.06%
182
2024
Q3
$700K
Sell
44,070
-540
-1%
-$8.69K
0.1%
135
2024
Q2
$680K
Buy
44,610
+2,880
+7%
+$41.3K
0.1%
129
2024
Q1
$612K
Buy
41,730
+3,755
+10%
+$54.8K
0.09%
150
2023
Q4
$528K
Buy
37,975
+2,500
+7%
+$33.4K
0.08%
169
2023
Q3
$474K
Buy
35,475
+60
+0.2%
+$812
0.08%
171
2023
Q2
$447K
Buy
35,415
+910
+3%
+$10.6K
0.07%
183
2023
Q1
$393K
Sell
34,505
-380
-1%
-$4.1K
0.07%
214
2022
Q4
$361K
Buy
34,885
+5,140
+17%
+$55.5K
0.06%
223
2022
Q3
$311K
Sell
29,745
-2,380
-7%
-$25.3K
0.06%
228
2022
Q2
$356K
Buy
+32,125
New
+$349K
0.06%
206
2021
Q1
–
Sell
-8,745
Closed
-$125K
–
1586
2020
Q4
$125K
Buy
+8,745
New
+$118K
0.03%
390
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
AIM
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$345M AUM
10.59%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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