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Peterson Wealth Services’s PACS Group PACS Stock Holding History

Peterson Wealth Services’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
Q2 		$2.17M Sell
51,004
-2,668
-5% -$95.9K 0.47% 54
2026
Q1 		$1.72M Buy
53,672
+854
+2% +$31.4K 0.43% 54
2025
Q4 		$2.03M Sell
52,818
-31,210
-37% -$685K 0.52% 46
2025
Q3 		$782K Buy
84,028
+30,701
+58% +$360K 0.19% 77
2025
Q2 		$689K Buy
53,327
+2,167
+4% +$22.5K 0.19% 81
2025
Q1 		$575K Buy
51,160
+13,912
+37% +$183K 0.18% 80
2024
Q4 		$488K Buy
+37,248
New +$956K 0.15% 91

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peterson Wealth Services's PACS Position: Q2 2026 in Review

Peterson Wealth Services reduced its PACS Group (PACS) stake by 5% in Q2 2026, selling an estimated $95.9K and leaving 51,004 shares worth $2.17M. The position accounts for 0.47% of the portfolio, ranked #54.

Peterson Wealth Services first reported a position in PACS in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Peterson Wealth Services held 51,004 shares of PACS Group worth $2.17M as of Q2 2026.
  • Peterson Wealth Services sold 2,668 PACS Group shares in Q2 2026, an estimated $95.9K.
  • PACS Group made up 0.47% of Peterson Wealth Services's portfolio in Q2 2026, its #54 holding.
  • Peterson Wealth Services first reported a position in PACS Group in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.