Williams Jones Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Williams Jones Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Sell	19,275 -3,532	-15%	-$48.4K	﹤0.01%	444
2025 Q4	$316K	Hold	22,807	–	–	﹤0.01%	413
2025 Q3	$322K	Buy	22,807 +3,532	+18%	+$48.4K	﹤0.01%	405
2025 Q2	$260K	Hold	19,275	–	–	﹤0.01%	438
2025 Q1	$268K	Hold	19,275	–	–	﹤0.01%	418
2024 Q4	$262K	Sell	19,275 -4,625	-19%	-$63.2K	﹤0.01%	430
2024 Q3	$337K	Buy	23,900 +2,010	+9%	+$27.2K	﹤0.01%	412
2024 Q2	$291K	Hold	21,890	–	–	﹤0.01%	421
2024 Q1	$288K	Sell	21,890 -820	-4%	-$10.6K	﹤0.01%	437
2023 Q4	$278K	Hold	22,710	–	–	﹤0.01%	432
2023 Q3	$270K	Buy	+22,710	New	+$290K	﹤0.01%	436

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Williams Jones Wealth Management's PDO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 15% in Q1 2026, selling an estimated $48.4K and leaving 19,275 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Williams Jones Wealth Management first reported a position in PDO in Q3 2023 and has held it in 11 quarters since. The position peaked at $337K in Q3 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

Williams Jones Wealth Management held 19,275 shares of PIMCO Dynamic Income Opportunities Fund worth $249K as of Q1 2026.
Williams Jones Wealth Management sold 3,532 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $48.4K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #444 holding.
Williams Jones Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Williams Jones Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $337K in Q3 2024.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.