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Apollon Wealth Management’s Penske Automotive Group PAG Stock Holding History

Apollon Wealth Management’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 		$261K Sell
1,460
-975
-40% -$163K ﹤0.01% 1355
2026
Q1 		$364K Buy
+2,435
New +$386K 0.01% 1012
2024
Q2 		– Sell
-1,768
Closed -$286K – 1149
2024
Q1 		$286K Sell
1,768
-17
-1% -$2.6K 0.01% 880
2023
Q4 		$287K Buy
1,785
+68
+4% +$10.4K 0.01% 852
2023
Q3 		$287K Sell
1,717
-5
-0.3% -$836 0.01% 717
2023
Q2 		$287K Buy
+1,722
New +$250K 0.01% 754

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

Apollon Wealth Management's PAG Position: Q2 2026 in Review

Apollon Wealth Management reduced its Penske Automotive Group (PAG) stake by 40% in Q2 2026, selling an estimated $163K and leaving 1,460 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Apollon Wealth Management first reported a position in PAG in Q2 2023 and has held it in 6 quarters since. The position peaked at $364K in Q1 2026. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Apollon Wealth Management held 1,460 shares of Penske Automotive Group worth $261K as of Q2 2026.
  • Apollon Wealth Management sold 975 Penske Automotive Group shares in Q2 2026, an estimated $163K.
  • Penske Automotive Group made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1355 holding.
  • Apollon Wealth Management first reported a position in Penske Automotive Group in Q2 2023 and has held it in 6 quarters since.
  • Apollon Wealth Management's Penske Automotive Group position peaked at $364K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.