Lodestone Wealth Management
PS icon

Lodestone Wealth Management’s Pershing Square PS Stock Holding History

Lodestone Wealth Management’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 		$12.1K Buy
216
+1
+0.5% +$40 ﹤0.01% 510
2026
Q2 		$7.06K Buy
+215
New +$7.82K ﹤0.01% 562

Other funds holding PS

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Sage Investment Counsel
Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return
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
Asset Planning Inc
Asset Planning Inc Cypress, California $152M AUM 19.47% 1-Year Est. Return

Lodestone Wealth Management's PS Position: Q3 2026 in Review

Lodestone Wealth Management increased its Pershing Square (PS) stake by 0.47% in Q3 2026, buying an estimated $40 and bringing the position to 216 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Lodestone Wealth Management 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.

  • Lodestone Wealth Management held 216 shares of Pershing Square worth $12.1K as of Q3 2026.
  • Lodestone Wealth Management bought 1 Pershing Square share in Q3 2026, an estimated $40.
  • Pershing Square made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #510 holding.
  • Lodestone Wealth Management 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 Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.