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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
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 $432B AUM 30.22% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its WIX.com (WIX) stake by 1.4% in Q1 2026, selling an estimated $502 and leaving 408 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Pinnacle Wealth Planning Services first reported a position in WIX in Q4 2020 and has held it in 3 quarters since. The position peaked at $88K in Q4 2020. 320 funds tracked by Wall St. Rank hold WIX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 408 shares of WIX.com worth $36.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 6 WIX.com shares in Q1 2026, an estimated $502.
  • WIX.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1364 holding.
  • Pinnacle Wealth Planning Services first reported a position in WIX.com in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's WIX.com position peaked at $88K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held WIX.com as of Q1 2026.

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