TWD
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True Wealth Design’s Pinnacle West Capital PNW Stock Holding History

True Wealth Design’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
Q2 		$39.7K Buy
371
+228
+159% +$23.3K 0.01% 574
2026
Q1 		$14.4K Buy
143
+30
+27% +$2.89K ﹤0.01% 844
2025
Q4 		$10K Buy
113
+6
+6% +$537 ﹤0.01% 866
2025
Q3 		$9.59K Buy
107
+26
+32% +$2.34K ﹤0.01% 844
2025
Q2 		$7.25K Buy
81
+8
+11% +$732 ﹤0.01% 683
2025
Q1 		$6.95K Buy
73
+32
+78% +$2.86K ﹤0.01% 577
2024
Q4 		$3.48K Buy
41
+38
+1,267% +$3.37K ﹤0.01% 608
2024
Q3 		$266 Sell
3
-4
-57% -$342 ﹤0.01% 1175
2024
Q2 		$535 Sell
7
-1
-13% -$75 ﹤0.01% 645
2024
Q1 		$598 Buy
8
+4
+100% +$282 ﹤0.01% 590
2023
Q4 		$288 Buy
4
+1
+33% +$73 ﹤0.01% 614
2023
Q3 		$222 Hold
3
– – ﹤0.01% 619
2023
Q2 		$245 Hold
3
– – ﹤0.01% 621
2023
Q1 		$238 Hold
3
– – ﹤0.01% 701
2022
Q4 		$228 Buy
+3
New +$214 ﹤0.01% 644

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's PNW Position: Q2 2026 in Review

True Wealth Design increased its Pinnacle West Capital (PNW) stake by 159% in Q2 2026, buying an estimated $23.3K and bringing the position to 371 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #574.

True Wealth Design first reported a position in PNW in Q4 2022 and has held it in 15 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • True Wealth Design held 371 shares of Pinnacle West Capital worth $39.7K as of Q2 2026.
  • True Wealth Design bought 228 Pinnacle West Capital shares in Q2 2026, an estimated $23.3K.
  • Pinnacle West Capital made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #574 holding.
  • True Wealth Design first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 15 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.