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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
Q2 		– Sell
-203
Closed -$30.4K – 530
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham's PAG Position: Q2 2026 in Review

Altshuler Shaham sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 203 shares — an estimated $30.4K sold.

Altshuler Shaham first reported a position in PAG in Q2 2021 and held it in 8 quarters. The position peaked at $165K in Q3 2021. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Altshuler Shaham reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • Altshuler Shaham sold 203 Penske Automotive Group shares in Q2 2026, an estimated $30.4K.
  • Altshuler Shaham first reported a position in Penske Automotive Group in Q2 2021 and held it in 8 quarters.
  • Altshuler Shaham's Penske Automotive Group position peaked at $165K in Q3 2021.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.