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Crestwood Advisors Group’s Pinnacle West Capital PNW Stock Holding History

Crestwood Advisors Group’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 		$468K Buy
4,376
+1,074
+33% +$110K 0.01% 516
2026
Q1 		$333K Buy
3,302
+296
+10% +$28.6K 0.01% 538
2025
Q4 		$267K Buy
+3,006
New +$269K ﹤0.01% 556

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's PNW Position: Q2 2026 in Review

Crestwood Advisors Group increased its Pinnacle West Capital (PNW) stake by 33% in Q2 2026, buying an estimated $110K and bringing the position to 4,376 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #516.

Crestwood Advisors Group first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Crestwood Advisors Group held 4,376 shares of Pinnacle West Capital worth $468K as of Q2 2026.
  • Crestwood Advisors Group bought 1,074 Pinnacle West Capital shares in Q2 2026, an estimated $110K.
  • Pinnacle West Capital made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #516 holding.
  • Crestwood Advisors Group first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.