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Pinnacle Wealth Planning Services’s Sunstone Hotel Investors SHO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.3K Buy
3,954
+100
+3% +$1.05K ﹤0.01% 1344
2026
Q1 		$34.7K Buy
3,854
+741
+24% +$6.8K ﹤0.01% 1406
2025
Q4 		$27.8K Buy
+3,113
New +$28.6K ﹤0.01% 1560
2021
Q1 		– Sell
-244
Closed -$3K – 1668
2020
Q4 		$3K Buy
+244
New +$2.33K ﹤0.01% 1857

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Sunstone Hotel Investors (SHO) stake by 2.6% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,954 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Pinnacle Wealth Planning Services first reported a position in SHO in Q4 2020 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,954 shares of Sunstone Hotel Investors worth $45.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 100 Sunstone Hotel Investors shares in Q2 2026, an estimated $1.05K.
  • Sunstone Hotel Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1344 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sunstone Hotel Investors in Q4 2020 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

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