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Pinnacle Wealth Planning Services’s WIX.com WIX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-408
Closed -$36.7K – 2833
2026
Q1 		$36.7K Sell
408
-6
-1% -$502 ﹤0.01% 1364
2025
Q4 		$43K Buy
+414
New +$50.1K ﹤0.01% 1304
2021
Q1 		– Sell
-351
Closed -$88K – 1949
2020
Q4 		$88K Buy
+351
New +$92.4K 0.02% 530

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of WIX.com (WIX) in Q2 2026, closing a stake of 408 shares — an estimated $36.7K sold.

Pinnacle Wealth Planning Services first reported a position in WIX in Q4 2020 and held it in 3 quarters. The position peaked at $88K in Q4 2020. 235 funds tracked by Wall St. Rank hold WIX as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining WIX.com position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 408 WIX.com shares in Q2 2026, an estimated $36.7K.
  • Pinnacle Wealth Planning Services first reported a position in WIX.com in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's WIX.com position peaked at $88K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held WIX.com as of Q2 2026.

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