PWPS
H icon

Pinnacle Wealth Planning Services’s Hyatt Hotels H Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9K Hold
77
– – ﹤0.01% 1911
2026
Q1 		$11.1K Buy
77
+5
+7% +$794 ﹤0.01% 1957
2025
Q4 		$11.5K Buy
+72
New +$11K ﹤0.01% 1960
2021
Q1 		– Sell
-1,938
Closed -$144K – 1018
2020
Q4 		$144K Buy
+1,938
New +$126K 0.03% 353

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FOF
Fenelon Opportunity Fund Dallas, Texas $2.01B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's H Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Hyatt Hotels (H) position steady in Q2 2026 at 77 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Pinnacle Wealth Planning Services first reported a position in H in Q4 2020 and has held it in 4 quarters since. The position peaked at $144K in Q4 2020. 528 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Pinnacle Wealth Planning Services held 77 shares of Hyatt Hotels worth $14.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Hyatt Hotels share count unchanged in Q2 2026.
  • Hyatt Hotels made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1911 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hyatt Hotels in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Hyatt Hotels position peaked at $144K in Q4 2020.
  • 528 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.