Pinnacle Wealth Planning Services
HAYW icon

Pinnacle Wealth Planning Services’s Hayward Holdings HAYW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HAYW Stock Details HAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.23K Sell
754
-2,172
-74% -$31.4K ﹤0.01% 2109
2026
Q2 		$50.6K Buy
2,926
+125
+4% +$1.82K ﹤0.01% 1268
2026
Q1 		$37.5K Buy
2,801
+117
+4% +$1.82K ﹤0.01% 1358
2025
Q4 		$41.5K Buy
+2,684
New +$42.4K ﹤0.01% 1329

Other funds holding HAYW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAYW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Hayward Holdings (HAYW) stake by 74% in Q3 2026, selling an estimated $31.4K and leaving 754 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Pinnacle Wealth Planning Services first reported a position in HAYW in Q4 2025 and has held it in 4 quarters since. The position peaked at $50.6K in Q2 2026. 100 funds tracked by Wall St. Rank hold HAYW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 754 shares of Hayward Holdings worth $9.23K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2,172 Hayward Holdings shares in Q3 2026, an estimated $31.4K.
  • Hayward Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2109 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hayward Holdings in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Hayward Holdings position peaked at $50.6K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Hayward Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.