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True Wealth Design’s PACS Group PACS Stock Holding History

True Wealth Design’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 		$12.5K Hold
293
– – ﹤0.01% 984
2026
Q1 		$9.41K Hold
293
– – ﹤0.01% 991
2025
Q4 		$11.2K Sell
293
-58
-17% -$1.27K ﹤0.01% 811
2025
Q3 		$4.82K Sell
351
-246
-41% -$2.89K ﹤0.01% 1093
2025
Q2 		$7.71K Buy
+597
New +$6.21K ﹤0.01% 667

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

True Wealth Design's PACS Position: Q2 2026 in Review

True Wealth Design held its PACS Group (PACS) position steady in Q2 2026 at 293 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

True Wealth Design first reported a position in PACS in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • True Wealth Design held 293 shares of PACS Group worth $12.5K as of Q2 2026.
  • True Wealth Design left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #984 holding.
  • True Wealth Design first reported a position in PACS Group in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.