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Mesirow Financial Investment Management’s P3 Health Partners PIII Stock Holding History

Mesirow Financial Investment Management’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$2.46K – 594
2025
Q1 		$2.46K Hold
300
– – ﹤0.01% 592
2024
Q4 		$3.37K Hold
300
– – ﹤0.01% 596
2024
Q3 		$5.79K Hold
300
– – ﹤0.01% 593
2024
Q2 		$6.75K Hold
300
– – ﹤0.01% 508
2024
Q1 		$15.4K Hold
300
– – ﹤0.01% 520
2023
Q4 		$21.1K Buy
+300
New +$20.7K ﹤0.01% 554

Other funds holding PIII

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mesirow Financial Investment Management's PIII Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of P3 Health Partners (PIII) in Q2 2025, closing a stake of 300 shares — an estimated $2.46K sold.

Mesirow Financial Investment Management first reported a position in PIII in Q4 2023 and held it in 6 quarters. The position peaked at $21.1K in Q4 2023. 16 funds tracked by Wall St. Rank hold PIII as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining P3 Health Partners position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 300 P3 Health Partners shares in Q2 2025, an estimated $2.46K.
  • Mesirow Financial Investment Management first reported a position in P3 Health Partners in Q4 2023 and held it in 6 quarters.
  • Mesirow Financial Investment Management's P3 Health Partners position peaked at $21.1K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.