API
PS

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
Q2 		$13.1K Buy
+400
New +$14.6K 0.01% 243

Other funds holding PS

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Asset Planning Inc's PS Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Pershing Square (PS) in Q2 2026: 400 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

10 funds tracked by Wall St. Rank hold PS as of Q2 2026.

  • Asset Planning Inc held 400 shares of Pershing Square worth $13.1K as of Q2 2026.
  • Pershing Square was a new Asset Planning Inc position in Q2 2026.
  • Pershing Square made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #243 holding.
  • 10 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.