PWPS
WH icon

Pinnacle Wealth Planning Services’s Wyndham Hotels & Resorts WH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79K Sell
45
-2,104
-98% -$174K ﹤0.01% 2358
2026
Q1 		$175K Buy
2,149
+2,121
+7,575% +$166K 0.02% 526
2025
Q4 		$2.12K Buy
+28
New +$2.11K ﹤0.01% 2466
2021
Q1 		– Sell
-2,099
Closed -$125K – 1941
2020
Q4 		$125K Buy
+2,099
New +$113K 0.03% 391

Other funds holding WH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Wyndham Hotels & Resorts (WH) stake by 98% in Q2 2026, selling an estimated $174K and leaving 45 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Pinnacle Wealth Planning Services first reported a position in WH in Q4 2020 and has held it in 4 quarters since. The position peaked at $175K in Q1 2026. 475 funds tracked by Wall St. Rank hold WH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 45 shares of Wyndham Hotels & Resorts worth $3.79K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,104 Wyndham Hotels & Resorts shares in Q2 2026, an estimated $174K.
  • Wyndham Hotels & Resorts made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2358 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wyndham Hotels & Resorts in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Wyndham Hotels & Resorts position peaked at $175K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

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