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

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

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 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.

14 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.
14 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.