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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Select Water Solutions (WTTR) position steady in Q2 2026 at 31 shares worth $619. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Pinnacle Wealth Planning Services first reported a position in WTTR in Q4 2020 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold WTTR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 31 shares of Select Water Solutions worth $619 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Select Water Solutions share count unchanged in Q2 2026.
  • Select Water Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2632 holding.
  • Pinnacle Wealth Planning Services first reported a position in Select Water Solutions in Q4 2020 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2026.

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