Altshuler Shaham’s Penske Automotive Group PAG Stock Holding History

Altshuler Shaham’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.4K	Buy	203 +55	+37%	+$8.71K	﹤0.01%	216
2025 Q4	$23.4K	Buy	+148	New	+$24.3K	﹤0.01%	219
2022 Q4	–	Sell	-1,089	Closed	-$106K	–	566
2022 Q3	$106K	Sell	1,089 -126	-10%	-$14.1K	﹤0.01%	163
2022 Q2	$127K	Sell	1,215 -476	-28%	-$51K	﹤0.01%	161
2022 Q1	$158K	Buy	1,691 +196	+13%	+$19.8K	﹤0.01%	243
2021 Q4	$160K	Sell	1,495 -134	-8%	-$14K	﹤0.01%	257
2021 Q3	$165K	Buy	1,629 +888	+120%	+$77.9K	﹤0.01%	277
2021 Q2	$56K	Buy	+741	New	+$62K	﹤0.01%	426

Other funds holding PAG

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altshuler Shaham's PAG Position: Q1 2026 in Review

Altshuler Shaham increased its Penske Automotive Group (PAG) stake by 37% in Q1 2026, buying an estimated $8.71K and bringing the position to 203 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Altshuler Shaham first reported a position in PAG in Q2 2021 and has held it in 8 quarters since. The position peaked at $165K in Q3 2021. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

Altshuler Shaham held 203 shares of Penske Automotive Group worth $30.4K as of Q1 2026.
Altshuler Shaham bought 55 Penske Automotive Group shares in Q1 2026, an estimated $8.71K.
Penske Automotive Group made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #216 holding.
Altshuler Shaham first reported a position in Penske Automotive Group in Q2 2021 and has held it in 8 quarters since.
Altshuler Shaham's Penske Automotive Group position peaked at $165K in Q3 2021.
374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.