ACA
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Aptus Capital Advisors’s PACCAR PCAR Stock Holding History

Aptus Capital Advisors’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,472
Closed -$490K – 1761
2025
Q4 		$490K Buy
4,472
+298
+7% +$30.5K ﹤0.01% 735
2025
Q3 		$410K Buy
4,174
+145
+4% +$14.3K ﹤0.01% 750
2025
Q2 		$383K Sell
4,029
-167
-4% -$15.4K ﹤0.01% 748
2025
Q1 		$409K Sell
4,196
-781
-16% -$82.4K ﹤0.01% 699
2024
Q4 		$520K Buy
4,977
+1,172
+31% +$128K 0.01% 622
2024
Q3 		$375K Sell
3,805
-1,245
-25% -$122K 0.01% 610
2024
Q2 		$520K Buy
5,050
+434
+9% +$47.8K 0.01% 501
2024
Q1 		$572K Buy
4,616
+455
+11% +$48.9K 0.01% 484
2023
Q4 		$406K Sell
4,161
-238
-5% -$21.4K 0.01% 416
2023
Q3 		$374K Buy
4,399
+1,985
+82% +$169K 0.01% 438
2023
Q2 		$202K Buy
+2,414
New +$179K 0.01% 484
2023
Q1 		– Sell
-3,213
Closed -$212K – 859
2022
Q4 		$212K Buy
+3,213
New +$210K 0.01% 470

Other funds holding PCAR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return