IEQ Capital’s PACS Group PACS Stock Holding History

IEQ Capital’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,476	Closed	-$940K	–	2110
2025 Q4	$940K	Sell	24,476 -10,121	-29%	-$222K	﹤0.01%	1066
2025 Q3	$475K	Sell	34,597 -8,195	-19%	-$96.2K	﹤0.01%	1318
2025 Q2	$553K	Buy	+42,792	New	+$445K	﹤0.01%	1119

Other funds holding PACS

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's PACS Position: Q1 2026 in Review

IEQ Capital sold out of PACS Group (PACS) in Q1 2026, closing a stake of 24,476 shares — an estimated $940K sold.

IEQ Capital first reported a position in PACS in Q2 2025 and held it in 3 quarters. The position peaked at $940K in Q4 2025. 217 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

IEQ Capital reported no remaining PACS Group position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 24,476 PACS Group shares in Q1 2026, an estimated $940K.
IEQ Capital first reported a position in PACS Group in Q2 2025 and held it in 3 quarters.
IEQ Capital's PACS Group position peaked at $940K in Q4 2025.
217 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.