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IHT Wealth Management’s Pinnacle West Capital PNW Stock Holding History

IHT Wealth 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 		$1.39M Sell
13,016
-1,422
-10% -$145K 0.03% 503
2026
Q1 		$1.45M Buy
+14,438
New +$1.39M 0.03% 462

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

IHT Wealth Management's PNW Position: Q2 2026 in Review

IHT Wealth Management reduced its Pinnacle West Capital (PNW) stake by 9.8% in Q2 2026, selling an estimated $145K and leaving 13,016 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #503.

IHT Wealth Management first reported a position in PNW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.45M in Q1 2026. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • IHT Wealth Management held 13,016 shares of Pinnacle West Capital worth $1.39M as of Q2 2026.
  • IHT Wealth Management sold 1,422 Pinnacle West Capital shares in Q2 2026, an estimated $145K.
  • Pinnacle West Capital made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #503 holding.
  • IHT Wealth Management first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 2 quarters since.
  • IHT Wealth Management's Pinnacle West Capital position peaked at $1.45M in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.