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

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

HIIFS

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

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

RCM

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

MMH

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

MIFH

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.

88 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.
88 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.