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Pinnacle Wealth Planning Services’s Verisk Analytics VRSK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.8K Sell
461
-191
-29% -$33.6K 0.01% 972
2026
Q1 		$124K Buy
652
+48
+8% +$9.74K 0.01% 688
2025
Q4 		$135K Buy
+604
New +$136K 0.01% 630
2025
Q3 		– Sell
-754
Closed -$235K – 512
2025
Q2 		$235K Buy
754
+70
+10% +$21.2K 0.03% 374
2025
Q1 		$204K Buy
+684
New +$197K 0.03% 363
2024
Q4 		– Sell
-832
Closed -$223K – 560
2024
Q3 		$223K Sell
832
-18
-2% -$4.87K 0.03% 421
2024
Q2 		$229K Hold
850
– – 0.03% 372
2024
Q1 		$200K Sell
850
-1
-0.1% -$240 0.03% 435
2023
Q4 		$203K Sell
851
-1
-0.1% -$237 0.03% 405
2023
Q3 		$201K Buy
+852
New +$201K 0.03% 370
2021
Q1 		– Sell
-573
Closed -$119K – 1905
2020
Q4 		$119K Buy
+573
New +$111K 0.03% 408

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Verisk Analytics (VRSK) stake by 29% in Q2 2026, selling an estimated $33.6K and leaving 461 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #972.

Pinnacle Wealth Planning Services first reported a position in VRSK in Q4 2020 and has held it in 11 quarters since. The position peaked at $235K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 461 shares of Verisk Analytics worth $82.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 191 Verisk Analytics shares in Q2 2026, an estimated $33.6K.
  • Verisk Analytics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #972 holding.
  • Pinnacle Wealth Planning Services first reported a position in Verisk Analytics in Q4 2020 and has held it in 11 quarters since.
  • Pinnacle Wealth Planning Services's Verisk Analytics position peaked at $235K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

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