Pinnacle Wealth Planning Services
XPEL icon

Pinnacle Wealth Planning Services’s XPEL XPEL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Buy
2,537
+262
+12% +$12.3K 0.01% 799
2026
Q2 		$113K Buy
2,275
+419
+23% +$19.1K 0.01% 803
2026
Q1 		$82.1K Buy
1,856
+362
+24% +$17.3K 0.01% 905
2025
Q4 		$74.6K Buy
+1,494
New +$62.4K 0.01% 956

Other funds holding XPEL

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its XPEL (XPEL) stake by 12% in Q3 2026, buying an estimated $12.3K and bringing the position to 2,537 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #799.

Pinnacle Wealth Planning Services first reported a position in XPEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $113K in Q2 2026. 61 funds tracked by Wall St. Rank hold XPEL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,537 shares of XPEL worth $112K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 262 XPEL shares in Q3 2026, an estimated $12.3K.
  • XPEL made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #799 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPEL in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's XPEL position peaked at $113K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held XPEL as of Q3 2026.

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