Pinnacle Wealth Planning Services’s Select Water Solutions WTTR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WTTR Stock Details WTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$613	Hold	31	–	–	﹤0.01%	2668
2026 Q2	$619	Hold	31	–	–	﹤0.01%	2632
2026 Q1	$474	Hold	31	–	–	﹤0.01%	2627
2025 Q4	$326	Buy	+31	New	+$334	﹤0.01%	2684
2021 Q1	–	Sell	-31	Closed	–	–	1974
2020 Q4	$0	Buy	+31	New	+$125	﹤0.01%	2320

Other funds holding WTTR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTTR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Select Water Solutions (WTTR) position steady in Q3 2026 at 31 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Pinnacle Wealth Planning Services first reported a position in WTTR in Q4 2020 and has held it in 5 quarters since. The position peaked at $619 in Q2 2026. 120 funds tracked by Wall St. Rank hold WTTR as of Q3 2026.

Pinnacle Wealth Planning Services held 31 shares of Select Water Solutions worth $613 as of Q3 2026.
Pinnacle Wealth Planning Services left its Select Water Solutions share count unchanged in Q3 2026.
Select Water Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2668 holding.
Pinnacle Wealth Planning Services first reported a position in Select Water Solutions in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Select Water Solutions position peaked at $619 in Q2 2026.
120 funds tracked by Wall St. Rank held Select Water Solutions as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.