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
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 $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its TripAdvisor (TRIP) stake by 21% in Q1 2026, selling an estimated $1.26K and leaving 399 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Pinnacle Wealth Planning Services first reported a position in TRIP in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.38K in Q4 2025. 286 funds tracked by Wall St. Rank hold TRIP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 399 shares of TripAdvisor worth $4.25K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 108 TripAdvisor shares in Q1 2026, an estimated $1.26K.
  • TripAdvisor made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2295 holding.
  • Pinnacle Wealth Planning Services first reported a position in TripAdvisor in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's TripAdvisor position peaked at $7.38K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held TripAdvisor as of Q1 2026.

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