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Sandia Investment Management’s PACS Group PACS Stock Holding History

Sandia Investment Management’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
2025
Q4 		$288K Sell
7,500
-5,000
-40% -$110K 0.72% 50
2025
Q3 		$172K Hold
12,500
– – 0.51% 71
2025
Q2 		$162K Hold
12,500
– – 0.41% 69
2025
Q1 		$141K Hold
12,500
– – 0.41% 69
2024
Q4 		$164K Sell
12,500
-17,500
-58% -$449K 0.31% 70
2024
Q3 		$1.2M Buy
30,000
+20,000
+200% +$727K 1.93% 9
2024
Q2 		$295K Buy
+10,000
New +$272K 0.37% 54

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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
DCM
Defilade Capital Management Emeryville, California $747M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandia Investment Management's PACS Position: Q4 2025 in Review

Sandia Investment Management reduced its PACS Group (PACS) stake by 40% in Q4 2025, selling an estimated $110K and leaving 7,500 shares worth $288K. The position accounts for 0.72% of the portfolio, ranked #50.

Sandia Investment Management first reported a position in PACS in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2024. 187 funds tracked by Wall St. Rank hold PACS as of Q4 2025.

  • Sandia Investment Management held 7,500 shares of PACS Group worth $288K as of Q4 2025.
  • Sandia Investment Management sold 5,000 PACS Group shares in Q4 2025, an estimated $110K.
  • PACS Group made up 0.72% of Sandia Investment Management's portfolio in Q4 2025, its #50 holding.
  • Sandia Investment Management first reported a position in PACS Group in Q2 2024 and has held it in 7 quarters since.
  • Sandia Investment Management's PACS Group position peaked at $1.2M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held PACS Group as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.