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 a substantial portion of its holdings.

According to the portfolio data, Trian sold a large number of IVZ shares, resulting in a -79.69% change in shares and a corresponding decrease in the stock's portfolio allocation. This significant reduction in the Invesco position is detailed in the investor's holdings data.

Conversely, the fund maintained most of its other major holdings with minimal changes. GE Aerospace (GE) saw a very slight increase in shares (+0.01%), Solventum Corporation (SOLV) experienced a small decrease (-2.67%), Wendys Co. (WEN) had a negligible increase (+0.03%), and GE HealthCare Technologies Inc. (GEHC) saw a minor increase (+0.37%).

For a complete view of Nelson Peltz's investment activities, readers can visit the investor profile at https://www.insiderset.com/investor/nelson-peltz-trian-fund-management. Detailed information on each stock position, including GE Aerospace, Solventum, Wendys, Invesco, and GE HealthCare, is available at their respective pages: GE, SOLV, WEN, IVZ, and GEHC.