Valeo Financial Advisors’s PACS Group PACS Stock Holding History

Valeo Financial Advisors’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	-9,665	Closed	-$371K	–	899
2025 Q4	$371K	Buy	+9,665	New	+$212K	0.01%	550

Other funds holding PACS

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's PACS Position: Q1 2026 in Review

Valeo Financial Advisors sold out of PACS Group (PACS) in Q1 2026, closing a stake of 9,665 shares — an estimated $371K sold.

Valeo Financial Advisors first reported a position in PACS in Q4 2025 and held it in 1 quarter. The position peaked at $371K in Q4 2025. 217 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

Valeo Financial Advisors reported no remaining PACS Group position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 9,665 PACS Group shares in Q1 2026, an estimated $371K.
Valeo Financial Advisors first reported a position in PACS Group in Q4 2025 and held it in 1 quarter.
Valeo Financial Advisors's PACS Group position peaked at $371K in Q4 2025.
217 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.