Pinnacle Associates LTD Reduced Holdings in Q3 2025

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLIO
Helios Technologies, Inc.

Industrials
-5.53K
- 17.32%
$34.16 - $55.89 $189K - $309K
26.4K $1.38M
DVN
Devon Energy Corp

Energy
-392
- 0.37%
$31.75 - $36.99 $12.4K - $14.5K
105K $3.68M
CVS
Cvs Health Corp

Healthcare
-776
- 1.24%
$58.75 - $76.5 $45.6K - $59.4K
61.9K $4.66M
GM
General Motors CO

Consumer Cyclical
-234
- 0.74%
$48.89 - $61.24 $11.4K - $14.3K
31.2K $1.9M
ES
Eversource Energy

Utilities
-129
- 0.27%
$62.86 - $71.14 $8.11K - $9.18K
48.4K $3.44M
VCYT
Veracyte, Inc.

Healthcare
-1.18K
- 2.18%
$23.03 - $34.33 $27.3K - $40.6K
53.2K $1.82M
ALB
Albemarle Corp

Basic Materials
-4.68K
- 11.67%
$62.9 - $88.1 $294K - $412K
35.4K $2.87M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-249
- 1.91%
$284.45 - $324.95 $70.8K - $80.9K
12.8K $4.1M
NVS
Novartis Ag

Healthcare
-260
- 0.45%
$113.5 - $129.73 $29.5K - $33.7K
57.8K $7.41M
PLD
Prologis, Inc.

Real Estate
-463
- 0.98%
$104.08 - $115.35 $48.2K - $53.4K
46.9K $5.37M
PFE
Pfizer Inc

Healthcare
-10.5K
- 1.93%
$23.29 - $25.88 $245K - $272K
534K $13.6M
UBER
Uber Technologies, Inc

Technology
-1.33K
- 1.15%
$86.91 - $99.57 $116K - $133K
115K $11.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-100
- 0.52%
$171.38 - $197.01 $17.1K - $19.7K
19K $3.73M
OMC
Omnicom Group Inc.

Communication Services
-2.14K
- 3.3%
$70.41 - $81.53 $150K - $174K
62.6K $5.1M
QRVO
Qorvo, Inc.

Technology
-15.5K
- 5.14%
$83.6 - $96.31 $1.3M - $1.49M
286K $26.1M
RMD
Resmed Inc

Healthcare
-56
- 0.19%
$252.01 - $293.73 $14.1K - $16.4K
29.7K $8.13M
VO
Vanguard Mid Cap ETF

ETFs
-698
- 1.45%
$279.83 - $293.74 $195K - $205K
47.6K $14M
ITW
Illinois Tool Works Inc

Industrials
-565
- 1.21%
$252.31 - $269.41 $143K - $152K
46.3K $12.1M
FDX
Fedex Corp

Industrials
-751
- 0.92%
$217.1 - $243.2 $163K - $183K
81.2K $19.2M
HXL
Hexcel Corp

Industrials
-5.15K
- 3.73%
$57.15 - $64.88 $294K - $334K
133K $8.33M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-457
- 2.02%
$67.16 - $93.48 $30.7K - $42.7K
22.2K $2.07M
XLK
Technology Sector Spdr

ETFs
-347
- 1.5%
$250.97 - $282.66 $87.1K - $98.1K
22.7K $6.4M
WFC
Wells Fargo & Company

Financial Services
-1.2K
- 0.65%
$77.05 - $85.16 $92.1K - $102K
182K $15.3M
IPGP
Ipg Photonics Corp

Technology
-2.33K
- 3.2%
$71.05 - $84.98 $166K - $198K
70.5K $5.58M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-1.8K
- 1.43%
$36.33 - $46.04 $65.4K - $82.9K
124K $5.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-265
- 1.64%
$420.11 - $472.68 $111K - $125K
15.9K $7.47M
ROG
Rogers Corp

Technology
-2.72K
- 4.01%
$64.78 - $83.94 $176K - $228K
65K $5.23M
UNH
Unitedhealth Group Inc

Healthcare
-1.65K
- 4.72%
$237.77 - $353.61 $393K - $584K
33.3K $11.5M
DAL
Delta Air Lines, Inc.

Industrials
-402
- 0.49%
$49.0 - $61.97 $19.7K - $24.9K
82.5K $4.68M
VICR
Vicor Corp

Technology
-10.8K
- 3.96%
$43.84 - $54.72 $472K - $589K
261K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-803
- 0.54%
$49.43 - $54.52 $39.7K - $43.8K
147K $7.94M
URI
United Rentals, Inc.

Industrials
-7
- 0.21%
$774.14 - $975.23 $5.42K - $6.83K
3.28K $3.13M
TDW
Tidewater Inc

Energy
-4.48K
- 3.55%
$46.32 - $63.19 $207K - $283K
122K $6.48M
XLY
Select Sector Spdr Consumer Di

ETFs
-129
- 0.41%
$216.09 - $242.18 $27.9K - $31.2K
31.6K $7.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-568
- 3.44%
$224.68 - $282.71 $128K - $161K
16K $4.46M
PWR
Quanta Services, Inc.

Industrials
-235
- 1.03%
$372.29 - $421.68 $87.5K - $99.1K
22.7K $9.39M
TJX
Tjx Companies Inc

Consumer Cyclical
-607
- 1.54%
$121.35 - $144.54 $73.7K - $87.7K
38.9K $5.62M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-443
- 3.51%
$103.83 - $179.9 $46K - $79.7K
12.2K $2.17M
AUB
Atlantic Union Bankshares Corp

Financial Services
-9.48K
- 3.49%
$31.23 - $36.56 $296K - $347K
262K $9.26M
TRMB
Trimble Inc.

Technology
-11.6K
- 3.79%
$76.46 - $85.24 $884K - $985K
293K $24M
MTCH
Match Group, Inc.

Communication Services
-7.92K
- 3.28%
$31.83 - $38.77 $252K - $307K
233K $8.24M
RJF
Raymond James Financial Inc

Financial Services
-10.2K
- 7.63%
$154.64 - $176.43 $1.58M - $1.8M
124K $21.3M
BYD
Boyd Gaming Corp

Consumer Cyclical
-24.5K
- 6.83%
$79.66 - $87.38 $1.95M - $2.14M
334K $28.8M
MRVL
Marvell Technology, Inc.

Technology
-2.39K
- 1.54%
$62.31 - $84.07 $149K - $201K
152K $12.8M
NOC
Northrop Grumman Corp

Industrials
-63
- 0.78%
$498.9 - $609.32 $31.4K - $38.4K
8.06K $4.91M
CVLT
Commvault Systems Inc

Technology
-5.08K
- 4.03%
$163.43 - $195.41 $830K - $993K
121K $22.8M
INTC
Intel Corp

Technology
-1.87K
- 2.23%
$19.31 - $35.5 $36.2K - $66.5K
82.1K $2.76M
XOM
Exxon Mobil Corp

Energy
-2.81K
- 1.14%
$105.83 - $117.22 $297K - $329K
243K $27.4M
RY
Royal Bank Of Canada

Financial Services
-276
- 0.46%
$128.46 - $148.6 $35.5K - $41K
59.8K $8.81M
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 468 Reductions 468 Sold out 0 Options Calls 0 Puts 0
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