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Wealthcare Advisory Partners LLC → PNW
Wealthcare Advisory Partners LLC PNW Position History
Pinnacle West Capital Corporation • Utilities
Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 20.0K | — | — |
| Q2 2026 | $2M | 18.7K | — | — |
| Q1 2026 | $1.8M | 17.6K | — | — |
| Q4 2025 | $1.5M | 16.8K | — | — |
| Q3 2025 | $1.5M | 16.5K | — | — |
Other funds holding PNW
$750.8M
$750.8M
$696.3M
$492.3M
$269.4M
$220.5M
$194.2M