Pathstone Holdings
PNW icon

Pathstone Holdings’s Pinnacle West Capital PNW Stock Holding History

Pathstone Holdings’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 		$963K Sell
9,558
-945
-9% -$91.2K ﹤0.01% 1428
2025
Q4 		$932K Buy
10,503
+223
+2% +$20K ﹤0.01% 1451
2025
Q3 		$922K Sell
10,280
-1,105
-10% -$99.5K ﹤0.01% 1468
2025
Q2 		$1.02M Sell
11,385
-3,222
-22% -$295K ﹤0.01% 1380
2025
Q1 		$1.39M Buy
14,607
+4,424
+43% +$395K 0.01% 1184
2024
Q4 		$863K Buy
10,183
+120
+1% +$10.7K ﹤0.01% 1440
2024
Q3 		$891K Buy
10,063
+417
+4% +$35.6K ﹤0.01% 1433
2024
Q2 		$737K Buy
9,646
+999
+12% +$75.4K ﹤0.01% 1488
2024
Q1 		$646K Buy
8,647
+441
+5% +$31.1K ﹤0.01% 1549
2023
Q4 		$590K Buy
+8,206
New +$603K ﹤0.01% 1397

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return