Sage Investment Counsel’s Pershing Square PS Stock Holding History

Sage Investment Counsel’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	$1.24M	Buy	+37,770	New	+$1.37M	1.24%	26

Other funds holding PS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Sage Investment Counsel's PS Position: Q2 2026 in Review

Sage Investment Counsel opened a new position in Pershing Square (PS) in Q2 2026: 37,770 shares worth $1.24M. The stake represents 1.24% of the portfolio and ranks #26 among its holdings.

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

Sage Investment Counsel held 37,770 shares of Pershing Square worth $1.24M as of Q2 2026.
Pershing Square was a new Sage Investment Counsel position in Q2 2026.
Pershing Square made up 1.24% of Sage Investment Counsel's portfolio in Q2 2026, its #26 holding.
10 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.