SHP Wealth Management’s PACS Group PACS Stock Holding History

SHP Wealth 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
2026 Q1	–	Sell	-25	Closed	-$960	–	1921
2025 Q4	$960	Buy	+25	New	+$548	﹤0.01%	1268

Other funds holding PACS

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's PACS Position: Q1 2026 in Review

SHP Wealth Management sold out of PACS Group (PACS) in Q1 2026, closing a stake of 25 shares — an estimated $960 sold.

SHP Wealth Management first reported a position in PACS in Q4 2025 and held it in 1 quarter. The position peaked at $960 in Q4 2025. 216 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

SHP Wealth Management reported no remaining PACS Group position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 25 PACS Group shares in Q1 2026, an estimated $960.
SHP Wealth Management first reported a position in PACS Group in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's PACS Group position peaked at $960 in Q4 2025.
216 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.