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Pinnacle Wealth Planning Services’s VTEX VTEX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-466
Closed -$1.75K – 2861
2025
Q4 		$1.75K Buy
+466
New +$1.91K ﹤0.01% 2503

Other funds holding VTEX

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of VTEX (VTEX) in Q1 2026, closing a stake of 466 shares — an estimated $1.75K sold.

Pinnacle Wealth Planning Services first reported a position in VTEX in Q4 2025 and held it in 1 quarter. The position peaked at $1.75K in Q4 2025. 110 funds tracked by Wall St. Rank hold VTEX as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining VTEX position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 466 VTEX shares in Q1 2026, an estimated $1.75K.
  • Pinnacle Wealth Planning Services first reported a position in VTEX in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's VTEX position peaked at $1.75K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held VTEX as of Q1 2026.

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