Williams Jones Wealth Management’s Pershing Square PS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.54M	Buy	+198,998	New	+$7.24M	0.07%	127

Other funds holding PS

Consulta London, United Kingdom $2.77B AUM 3.62% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Williams Jones Wealth Management's PS Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Pershing Square (PS) in Q2 2026: 198,998 shares worth $6.54M. The stake represents 0.07% of the portfolio and ranks #127 among its holdings.

58 funds tracked by Wall St. Rank hold PS as of Q2 2026.

Williams Jones Wealth Management held 198,998 shares of Pershing Square worth $6.54M as of Q2 2026.
Pershing Square was a new Williams Jones Wealth Management position in Q2 2026.
Pershing Square made up 0.07% of Williams Jones Wealth Management's portfolio in Q2 2026, its #127 holding.
58 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.