PWPS
TRIP icon

Pinnacle Wealth Planning Services’s TripAdvisor TRIP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Buy
2,909
+2,510
+629% +$28.4K ﹤0.01% 1426
2026
Q1 		$4.25K Sell
399
-108
-21% -$1.26K ﹤0.01% 2295
2025
Q4 		$7.38K Buy
+507
New +$7.71K ﹤0.01% 2135

Other funds holding TRIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its TripAdvisor (TRIP) stake by 629% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,909 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Pinnacle Wealth Planning Services first reported a position in TRIP in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold TRIP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,909 shares of TripAdvisor worth $39.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,510 TripAdvisor shares in Q2 2026, an estimated $28.4K.
  • TripAdvisor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1426 holding.
  • Pinnacle Wealth Planning Services first reported a position in TripAdvisor in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held TripAdvisor as of Q2 2026.

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