Asset Planning Inc
PS icon

Asset Planning Inc’s Pershing Square PS Stock Holding History

Asset Planning Inc’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.5K Buy
401
+1
+0.3% +$40 0.01% 203
2026
Q2 		$13.1K Buy
+400
New +$14.6K 0.01% 243

Other funds holding PS

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Sage Investment Counsel
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Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
III
Independent Investors Inc Nesconset, New York $566M AUM 24.06% 1-Year Est. Return
Sunpointe
Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Asset Planning Inc's PS Position: Q3 2026 in Review

Asset Planning Inc increased its Pershing Square (PS) stake by 0.25% in Q3 2026, buying an estimated $40 and bringing the position to 401 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #203.

Asset Planning Inc first reported a position in PS in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PS as of Q3 2026.

  • Asset Planning Inc held 401 shares of Pershing Square worth $22.5K as of Q3 2026.
  • Asset Planning Inc bought 1 Pershing Square share in Q3 2026, an estimated $40.
  • Pershing Square made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #203 holding.
  • Asset Planning Inc first reported a position in Pershing Square in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Pershing Square as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.