Nelson Peltz's Trian Fund Portfolio Trends: March 2026 Quarterly Review

Nelson Peltz's Trian Fund Management portfolio, valued at approximately $3.86 billion as of March 31, 2026, showed notable shifts during the first quarter of 2026. The fund significantly reduced its position in Invesco Ltd. (IVZ), a move that accounted for about 1.87% of the portfolio prior to the change.

Conversely, the fund maintained its position in GE HealthCare Technologies Inc. (GEHC), with a slight increase in shares held during the quarter.

Trian also adjusted its stake in Wendys Co. (WEN), increasing the position slightly, while the position in GE Aerospace (GE) remained virtually unchanged.

For a complete view of Nelson Peltz's investment activities, visit the investor profile at https://www.insiderset.com/investor/nelson-peltz-trian-fund-management. Detailed information on each stock, including Solventum Corporation (SOLV), can be found at https://www.insiderset.com/investors/stocks/SOLV and other stock profiles.