PWPS
SLDE

Pinnacle Wealth Planning Services’s Slide Insurance Holdings SLDE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Sell
7,313
-258
-3% -$4.51K 0.01% 654
2025
Q4 		$147K Buy
+7,571
New +$126K 0.02% 594

Other funds holding SLDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's SLDE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Slide Insurance Holdings (SLDE) stake by 3.4% in Q1 2026, selling an estimated $4.51K and leaving 7,313 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #654.

Pinnacle Wealth Planning Services first reported a position in SLDE in Q4 2025 and has held it in 2 quarters since. The position peaked at $147K in Q4 2025. 186 funds tracked by Wall St. Rank hold SLDE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,313 shares of Slide Insurance Holdings worth $132K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 258 Slide Insurance Holdings shares in Q1 2026, an estimated $4.51K.
  • Slide Insurance Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #654 holding.
  • Pinnacle Wealth Planning Services first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Slide Insurance Holdings position peaked at $147K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.