Arax Advisory Partners’s Penske Automotive Group PAG Stock Holding History

Arax Advisory Partners’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	$1.04M	Buy	5,838 +1,912	+49%	+$320K	0.01%	1193
2026 Q1	$587K	Sell	3,926 -282	-7%	-$44.7K	0.02%	588
2025 Q4	$666K	Sell	4,208 -10,007	-70%	-$1.65M	0.02%	497
2025 Q3	$2.47M	Buy	14,215 +10,113	+247%	+$1.8M	0.04%	409
2025 Q2	$705K	Buy	4,102 +4,024	+5,159%	+$645K	0.03%	313
2025 Q1	$11.2K	Buy	+78	New	+$12.5K	﹤0.01%	1527
2019 Q4	–	Sell	-652	Closed	-$31K	–	606
2019 Q3	$31K	Buy	652 +2	+0.3%	+$90	0.01%	379
2019 Q2	$31K	Buy	+650	New	+$29.5K	0.01%	378
2018 Q4	$28K	Buy	686 +2	+0.3%	+$86	0.01%	335
2018 Q3	$32K	Buy	+684	New	+$34.8K	0.01%	345

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arax Advisory Partners's PAG Position: Q2 2026 in Review

Arax Advisory Partners increased its Penske Automotive Group (PAG) stake by 49% in Q2 2026, buying an estimated $320K and bringing the position to 5,838 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1193.

Arax Advisory Partners first reported a position in PAG in Q3 2018 and has held it in 10 quarters since. The position peaked at $2.47M in Q3 2025. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Arax Advisory Partners held 5,838 shares of Penske Automotive Group worth $1.04M as of Q2 2026.
Arax Advisory Partners bought 1,912 Penske Automotive Group shares in Q2 2026, an estimated $320K.
Penske Automotive Group made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1193 holding.
Arax Advisory Partners first reported a position in Penske Automotive Group in Q3 2018 and has held it in 10 quarters since.
Arax Advisory Partners's Penske Automotive Group position peaked at $2.47M in Q3 2025.
392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.