Pinnacle Associates
DUHP icon

Pinnacle Associates’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Pinnacle Associates’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.1M Buy
408,367
+8,378
+2% +$351K 0.19% 116
2026
Q2 		$16.7M Buy
399,989
+4,412
+1% +$176K 0.18% 123
2026
Q1 		$14.5M Sell
395,577
-1,914
-0.5% -$73.4K 0.19% 122
2025
Q4 		$15.1M Buy
397,491
+733
+0.2% +$27.8K 0.19% 114
2025
Q3 		$15M Buy
396,758
+1,442
+0.4% +$52.9K 0.2% 114
2025
Q2 		$14.1M Buy
395,316
+30,721
+8% +$1.03M 0.2% 108
2025
Q1 		$12.1M Sell
364,595
-8,190
-2% -$281K 0.18% 123
2024
Q4 		$12.6M Sell
372,785
-13,777
-4% -$477K 0.17% 125
2024
Q3 		$11.1M Buy
386,562
+12,651
+3% +$414K 0.19% 138
2024
Q2 		$12M Sell
373,911
-10,285
-3% -$320K 0.19% 124
2024
Q1 		$12.1M Sell
384,196
-2,366
-0.6% -$70.9K 0.19% 133
2023
Q4 		$11.1M Buy
386,562
+3,068
+0.8% +$82.1K 0.19% 140
2023
Q3 		$9.9M Buy
383,494
+10,229
+3% +$273K 0.18% 140
2023
Q2 		$9.9M Buy
373,265
+42,700
+13% +$1.08M 0.17% 149
2023
Q1 		$8.31M Buy
+330,565
New +$8.18M 0.17% 148

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Pinnacle Associates's DUHP Position: Q3 2026 in Review

Pinnacle Associates increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.1% in Q3 2026, buying an estimated $351K and bringing the position to 408,367 shares worth $17.1M. The position accounts for 0.19% of the portfolio, ranked #116.

Pinnacle Associates first reported a position in DUHP in Q1 2023 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Pinnacle Associates held 408,367 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $17.1M as of Q3 2026.
  • Pinnacle Associates bought 8,378 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $351K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.19% of Pinnacle Associates's portfolio in Q3 2026, its #116 holding.
  • Pinnacle Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
  • 100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.