PWPS
WIT icon

Pinnacle Wealth Planning Services’s Wipro WIT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Sell
53,175
-12,964
-20% -$27.6K 0.01% 774
2026
Q1 		$140K Sell
66,139
-25,283
-28% -$61.6K 0.01% 625
2025
Q4 		$260K Sell
91,422
-1,782
-2% -$4.87K 0.03% 371
2025
Q3 		$245K Sell
93,204
-202
-0.2% -$569 0.03% 385
2025
Q2 		$282K Sell
93,406
-16,815
-15% -$48.9K 0.04% 318
2025
Q1 		$337K Sell
110,221
-339
-0.3% -$1.16K 0.05% 231
2024
Q4 		$391K Sell
110,560
-109,242
-50% -$374K 0.06% 195
2024
Q3 		$712K Buy
219,802
+334
+0.2% +$1.04K 0.1% 131
2024
Q2 		$669K Buy
219,468
+62,322
+40% +$172K 0.1% 130
2024
Q1 		$452K Buy
157,146
+4,202
+3% +$12.4K 0.07% 207
2023
Q4 		$426K Sell
152,944
-20,160
-12% -$49K 0.07% 198
2023
Q3 		$419K Buy
173,104
+30,010
+21% +$74.7K 0.07% 189
2023
Q2 		$338K Buy
143,094
+33,500
+31% +$77.9K 0.05% 238
2023
Q1 		$246K Sell
109,594
-36,654
-25% -$87.2K 0.04% 316
2022
Q4 		$341K Buy
146,248
+103,832
+245% +$248K 0.06% 237
2022
Q3 		$100K Sell
42,416
-31,308
-42% -$81K 0.02% 368
2022
Q2 		$196K Buy
73,724
+32,952
+81% +$104K 0.04% 355
2022
Q1 		$157K Buy
40,772
+7,598
+23% +$30K 0.03% 386
2021
Q4 		$162K Buy
33,174
+12,010
+57% +$54.5K 0.03% 383
2021
Q3 		$93K Buy
21,164
+1,040
+5% +$4.55K 0.02% 358
2021
Q2 		$79K Buy
+20,124
New +$75.1K 0.02% 349
2021
Q1 		– Sell
-16,404
Closed -$46K – 1950
2020
Q4 		$46K Buy
+16,404
New +$42.3K 0.01% 839
2020
Q2 		– Sell
-30,354
Closed -$47K – 287
2020
Q1 		$47K Buy
+30,354
New +$53.3K 0.02% 228

Other funds holding WIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Wipro (WIT) stake by 20% in Q2 2026, selling an estimated $27.6K and leaving 53,175 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #774.

Pinnacle Wealth Planning Services first reported a position in WIT in Q1 2020 and has held it in 23 quarters since. The position peaked at $712K in Q3 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 53,175 shares of Wipro worth $120K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 12,964 Wipro shares in Q2 2026, an estimated $27.6K.
  • Wipro made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #774 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wipro in Q1 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Wipro position peaked at $712K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

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