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	–	1400
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1825
2021 Q2	$1K	Buy	+14	New	+$1.17K	﹤0.01%	1914

Other funds holding PAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's PAG Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Penske Automotive Group (PAG) in Q4 2025, closing a stake of 1,285 shares — an estimated $224K sold.

Arkadios Wealth Advisors first reported a position in PAG in Q2 2021 and held it in 7 quarters. The position peaked at $420K in Q3 2023. 396 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

Arkadios Wealth Advisors reported no remaining Penske Automotive Group position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,285 Penske Automotive Group shares in Q4 2025, an estimated $224K.
Arkadios Wealth Advisors first reported a position in Penske Automotive Group in Q2 2021 and held it in 7 quarters.
Arkadios Wealth Advisors's Penske Automotive Group position peaked at $420K in Q3 2023.
396 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.