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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its XPEL (XPEL) stake by 24% in Q1 2026, buying an estimated $17.3K and bringing the position to 1,856 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #905.

Pinnacle Wealth Planning Services first reported a position in XPEL in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold XPEL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,856 shares of XPEL worth $82.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 362 XPEL shares in Q1 2026, an estimated $17.3K.
  • XPEL made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #905 holding.
  • Pinnacle Wealth Planning Services first reported a position in XPEL in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held XPEL as of Q1 2026.

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