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Pinnacle Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Pinnacle Associates’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
23,495
-5,310
-18% -$270K 0.01% 502
2026
Q1 		$1.54M Sell
28,805
-570
-2% -$33.5K 0.02% 448
2025
Q4 		$1.83M Sell
29,375
-60
-0.2% -$3.7K 0.02% 407
2025
Q3 		$1.77M Sell
29,435
-326
-1% -$19.9K 0.02% 406
2025
Q2 		$1.86M Buy
29,761
+270
+0.9% +$16.2K 0.03% 389
2025
Q1 		$1.78M Buy
29,491
+1,465
+5% +$91K 0.03% 395
2024
Q4 		$1.64M Sell
28,026
-3,040
-10% -$181K 0.02% 399
2024
Q3 		$1.68M Buy
31,066
+1,260
+4% +$72K 0.03% 382
2024
Q2 		$1.67M Buy
29,806
+30
+0.1% +$1.68K 0.03% 392
2024
Q1 		$1.74M Sell
29,776
-1,290
-4% -$72.9K 0.03% 394
2023
Q4 		$1.68M Sell
31,066
-3,350
-10% -$164K 0.03% 387
2023
Q3 		$1.67M Sell
34,416
-630
-2% -$33.5K 0.03% 373
2023
Q2 		$1.98M Buy
35,046
+1,100
+3% +$60.6K 0.03% 363
2023
Q1 		$1.83M Sell
33,946
-1,487
-4% -$79.2K 0.04% 316
2022
Q4 		$1.86M Sell
35,433
-2,388
-6% -$121K 0.04% 313
2022
Q3 		$1.78M Sell
37,821
-1,979
-5% -$103K 0.04% 305
2022
Q2 		$2.01M Sell
39,800
-1,570
-4% -$85.6K 0.04% 302
2022
Q1 		$2.52M Sell
41,370
-265
-0.6% -$15.8K 0.04% 307
2021
Q4 		$2.74M Buy
41,635
+805
+2% +$51.5K 0.05% 296
2021
Q3 		$2.56M Buy
40,830
+150
+0.4% +$9.57K 0.05% 302
2021
Q2 		$2.45M Buy
40,680
+12,390
+44% +$717K 0.04% 307
2021
Q1 		$1.56M Buy
28,290
+5,640
+25% +$313K 0.03% 359
2020
Q4 		$1.24M Buy
22,650
+450
+2% +$23.5K 0.03% 371
2020
Q3 		$1.11M Buy
22,200
+2,190
+11% +$106K 0.03% 353
2020
Q2 		$883K Buy
20,010
+1,950
+11% +$83.3K 0.02% 386
2020
Q1 		$678K Buy
+18,060
New +$760K 0.02% 402

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Associates's IHI Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares US Medical Devices ETF (IHI) stake by 18% in Q2 2026, selling an estimated $270K and leaving 23,495 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #502.

Pinnacle Associates first reported a position in IHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.74M in Q4 2021. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Pinnacle Associates held 23,495 shares of iShares US Medical Devices ETF worth $1.16M as of Q2 2026.
  • Pinnacle Associates sold 5,310 iShares US Medical Devices ETF shares in Q2 2026, an estimated $270K.
  • iShares US Medical Devices ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #502 holding.
  • Pinnacle Associates first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 26 quarters since.
  • Pinnacle Associates's iShares US Medical Devices ETF position peaked at $2.74M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.