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Pinnacle Wealth Planning Services’s RXO RXO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.6K Buy
3,212
+544
+20% +$12K 0.01% 935
2026
Q1 		$39K Buy
2,668
+1,057
+66% +$15.5K ﹤0.01% 1333
2025
Q4 		$20.4K Buy
+1,611
New +$23.8K ﹤0.01% 1705

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its RXO (RXO) stake by 20% in Q2 2026, buying an estimated $12K and bringing the position to 3,212 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #935.

Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,212 shares of RXO worth $88.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 544 RXO shares in Q2 2026, an estimated $12K.
  • RXO made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #935 holding.
  • Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held RXO as of Q2 2026.

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