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Pinnacle Wealth Planning Services’s Ziff Davis ZD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.8K Buy
2,044
+41
+2% +$1.51K 0.01% 877
2025
Q4 		$70.4K Buy
+2,003
New +$69.8K 0.01% 989
2021
Q1 		– Sell
-51
Closed -$4K – 2006
2020
Q4 		$4K Buy
+51
New +$3.69K ﹤0.01% 1768

Other funds holding ZD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Ziff Davis (ZD) stake by 2% in Q1 2026, buying an estimated $1.51K and bringing the position to 2,044 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #877.

Pinnacle Wealth Planning Services first reported a position in ZD in Q4 2020 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold ZD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,044 shares of Ziff Davis worth $85.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 41 Ziff Davis shares in Q1 2026, an estimated $1.51K.
  • Ziff Davis made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #877 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ziff Davis in Q4 2020 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2026.

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