Corient Private Wealth
PNW icon

Corient Private Wealth’s Pinnacle West Capital PNW Stock Holding History

Corient Private Wealth’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
Q1 		$7.98M Sell
79,649
-9,335
-10% -$900K 0.01% 695
2025
Q4 		$4.02M Buy
88,984
+72,370
+436% +$6.48M ﹤0.01% 1162
2025
Q3 		$1.49M Sell
16,614
-1,272
-7% -$115K ﹤0.01% 1216
2025
Q2 		$1.6M Sell
17,886
-1,560
-8% -$143K ﹤0.01% 1136
2025
Q1 		$1.85M Buy
19,446
+3,801
+24% +$339K ﹤0.01% 1004
2024
Q4 		$1.33M Sell
15,645
-4,138
-21% -$367K ﹤0.01% 1185
2024
Q3 		$1.75M Buy
19,783
+5,099
+35% +$435K ﹤0.01% 1156
2024
Q2 		$1.12M Buy
14,684
+1,948
+15% +$147K ﹤0.01% 1281
2024
Q1 		$952K Buy
12,736
+1,907
+18% +$134K ﹤0.01% 1326
2023
Q4 		$778K Buy
10,829
+755
+7% +$55.5K ﹤0.01% 1391
2023
Q3 		$742K Buy
10,074
+110
+1% +$8.73K ﹤0.01% 1295
2023
Q2 		$812K Sell
9,964
-160
-2% -$12.8K ﹤0.01% 1232
2023
Q1 		$802K Buy
10,124
+5,592
+123% +$422K ﹤0.01% 1180
2022
Q4 		$345K Buy
+4,532
New +$324K ﹤0.01% 1282

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's PNW Position: Q1 2026 in Review

Corient Private Wealth reduced its Pinnacle West Capital (PNW) stake by 10% in Q1 2026, selling an estimated $900K and leaving 79,649 shares worth $7.98M. The position accounts for 0.01% of the portfolio, ranked #695.

Corient Private Wealth first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Corient Private Wealth held 79,649 shares of Pinnacle West Capital worth $7.98M as of Q1 2026.
  • Corient Private Wealth sold 9,335 Pinnacle West Capital shares in Q1 2026, an estimated $900K.
  • Pinnacle West Capital made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #695 holding.
  • Corient Private Wealth first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.