Williams Jones Wealth Management’s Pershing Square USA PSUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Buy	+7,750	New	+$310K	﹤0.01%	452

Other funds holding PSUS

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

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

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

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

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

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 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

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

Williams Jones Wealth Management opened a new position in Pershing Square USA (PSUS) in Q2 2026: 7,750 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

32 funds tracked by Wall St. Rank hold PSUS as of Q2 2026.

Williams Jones Wealth Management held 7,750 shares of Pershing Square USA worth $290K as of Q2 2026.
Pershing Square USA was a new Williams Jones Wealth Management position in Q2 2026.
Pershing Square USA made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #452 holding.
32 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

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