Wealthcare Advisory Partners’s Pinnacle West Capital PNW Stock Holding History

Wealthcare Advisory Partners’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	$2M	Buy	18,681 +1,057	+6%	+$108K	0.04%	365
2026 Q1	$1.78M	Buy	17,624 +853	+5%	+$82.3K	0.03%	389
2025 Q4	$1.49M	Buy	16,771 +311	+2%	+$27.9K	0.03%	417
2025 Q3	$1.48M	Buy	16,460 +1,599	+11%	+$144K	0.03%	406
2025 Q2	$1.33M	Buy	14,861 +1,955	+15%	+$179K	0.03%	420
2025 Q1	$1.23M	Buy	12,906 +2,002	+18%	+$179K	0.03%	398
2024 Q4	$924K	Buy	+10,904	New	+$968K	0.03%	438
2018 Q3	–	Sell	-499	Closed	-$40K	–	1285
2018 Q2	$40K	Hold	499	–	–	0.01%	509
2018 Q1	$40K	Hold	499	–	–	0.01%	441
2017 Q4	$43K	Hold	499	–	–	0.01%	399
2017 Q3	$42K	Buy	+499	New	+$43.7K	0.01%	326

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's PNW Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Pinnacle West Capital (PNW) stake by 6% in Q2 2026, buying an estimated $108K and bringing the position to 18,681 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #365.

Wealthcare Advisory Partners first reported a position in PNW in Q3 2017 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Wealthcare Advisory Partners held 18,681 shares of Pinnacle West Capital worth $2M as of Q2 2026.
Wealthcare Advisory Partners bought 1,057 Pinnacle West Capital shares in Q2 2026, an estimated $108K.
Pinnacle West Capital made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #365 holding.
Wealthcare Advisory Partners first reported a position in Pinnacle West Capital in Q3 2017 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.