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Pinnacle Wealth Planning Services’s Sarepta Therapeutics SRPT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Sell
1,182
-1,276
-52% -$24.1K ﹤0.01% 1756
2026
Q1 		$53.5K Sell
2,458
-557
-18% -$10.8K 0.01% 1161
2025
Q4 		$64.9K Buy
+3,015
New +$63.5K 0.01% 1029
2021
Q1 		– Sell
-19
Closed -$3K – 1721
2020
Q4 		$3K Buy
+19
New +$2.81K ﹤0.01% 1863

Other funds holding SRPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Sarepta Therapeutics (SRPT) stake by 52% in Q2 2026, selling an estimated $24.1K and leaving 1,182 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Pinnacle Wealth Planning Services first reported a position in SRPT in Q4 2020 and has held it in 4 quarters since. The position peaked at $64.9K in Q4 2025. 323 funds tracked by Wall St. Rank hold SRPT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,182 shares of Sarepta Therapeutics worth $21.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,276 Sarepta Therapeutics shares in Q2 2026, an estimated $24.1K.
  • Sarepta Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1756 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sarepta Therapeutics in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sarepta Therapeutics position peaked at $64.9K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q2 2026.

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