Zimmer Partners’s PACS Group PACS Stock Holding History

Zimmer Partners’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.5M	Sell	140,000 -162,500	-54%	-$5.97M	0.11%	99
2025 Q4	$11.6M	Hold	302,500	–	–	0.31%	60
2025 Q3	$4.15M	Buy	302,500 +65,000	+27%	+$763K	0.09%	108
2025 Q2	$3.07M	Sell	237,500 -1,868,813	-89%	-$19.4M	0.07%	123
2025 Q1	$23.7M	Buy	2,106,313 +159,084	+8%	+$2.09M	0.45%	48
2024 Q4	$25.5M	Sell	1,947,229 -382,300	-16%	-$9.81M	0.44%	41
2024 Q3	$93.1M	Buy	2,329,529 +1,529,529	+191%	+$55.6M	1.7%	16
2024 Q2	$23.6M	Buy	+800,000	New	+$21.8M	0.44%	44

Other funds holding PACS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners's PACS Position: Q1 2026 in Review

Zimmer Partners reduced its PACS Group (PACS) stake by 54% in Q1 2026, selling an estimated $5.97M and leaving 140,000 shares worth $4.5M. The position accounts for 0.11% of the portfolio, ranked #99.

Zimmer Partners first reported a position in PACS in Q2 2024 and has held it in 8 quarters since. The position peaked at $93.1M in Q3 2024. 215 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

Zimmer Partners held 140,000 shares of PACS Group worth $4.5M as of Q1 2026.
Zimmer Partners sold 162,500 PACS Group shares in Q1 2026, an estimated $5.97M.
PACS Group made up 0.11% of Zimmer Partners's portfolio in Q1 2026, its #99 holding.
Zimmer Partners first reported a position in PACS Group in Q2 2024 and has held it in 8 quarters since.
Zimmer Partners's PACS Group position peaked at $93.1M in Q3 2024.
215 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.