Belpointe Asset Management’s Pinnacle West Capital PNW Stock Holding History

Belpointe Asset Management’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	+1,920	New	+$196K	0.01%	1063
2023 Q2	–	Sell	-2,685	Closed	-$213K	–	2601
2023 Q1	$213K	Sell	2,685 -422	-14%	-$31.8K	0.01%	905
2022 Q4	$236K	Buy	3,107 +467	+18%	+$33.4K	0.01%	820
2022 Q3	$170K	Buy	2,640 +32	+1%	+$2.36K	0.01%	908
2022 Q2	$191K	Sell	2,608 -85	-3%	-$6.36K	0.01%	845
2022 Q1	$210K	Buy	2,693 +125	+5%	+$8.95K	0.01%	882
2021 Q4	$181K	Sell	2,568 -124	-5%	-$8.33K	0.01%	936
2021 Q3	$194K	Buy	+2,692	New	+$213K	0.01%	871

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's PNW Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1,920 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in PNW as recently as Q1 2023.

Belpointe Asset Management first reported a position in PNW in Q3 2021 and has held it in 8 quarters since. The position peaked at $236K in Q4 2022. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Belpointe Asset Management held 1,920 shares of Pinnacle West Capital worth $205K as of Q2 2026.
Pinnacle West Capital was a new Belpointe Asset Management position in Q2 2026.
Pinnacle West Capital made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1063 holding.
Belpointe Asset Management first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 8 quarters since.
Belpointe Asset Management's Pinnacle West Capital position peaked at $236K in Q4 2022.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.