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Pinnacle Wealth Planning Services’s Warby Parker WRBY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.1K Buy
+1,551
New +$38.4K ﹤0.01% 1308
2026
Q1 		– Sell
-5,475
Closed -$119K – 2867
2025
Q4 		$119K Buy
+5,475
New +$119K 0.01% 690

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in Warby Parker (WRBY) in Q2 2026: 1,551 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in WRBY as recently as Q4 2025.

Pinnacle Wealth Planning Services first reported a position in WRBY in Q4 2025 and has held it in 2 quarters since. The position peaked at $119K in Q4 2025. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,551 shares of Warby Parker worth $47.1K as of Q2 2026.
  • Warby Parker was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Warby Parker made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1308 holding.
  • Pinnacle Wealth Planning Services first reported a position in Warby Parker in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Warby Parker position peaked at $119K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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