AWA
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Arkadios Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Arkadios Wealth Advisors’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
2025
Q4 		– Sell
-1,285
Closed -$224K – 1629
2025
Q3 		$224K Buy
+1,285
New +$229K 0.01% 1311
2024
Q1 		– Sell
-2,386
Closed -$383K – 772
2023
Q4 		$383K Sell
2,386
-130
-5% -$19.9K 0.03% 450
2023
Q3 		$420K Buy
2,516
+623
+33% +$104K 0.04% 388
2023
Q2 		$315K Buy
1,893
+120
+7% +$17.4K 0.04% 432
2023
Q1 		$251K Buy
+1,773
New +$236K 0.03% 487
2021
Q4 		– Sell
-14
Closed -$1K – 1402
2021
Q3 		$1K Hold
14
– – ﹤0.01% 1825
2021
Q2 		$1K Buy
+14
New +$1.17K ﹤0.01% 1914

Other funds holding PAG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return