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Atria Wealth Solutions’s PACCAR PCAR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.99M Buy
63,052
+218
+0.3% +$20.1K 0.14% 178
2025
Q1 		$6.12M Sell
62,834
-4,842
-7% -$511K 0.07% 281
2024
Q4 		$7.24M Sell
67,676
-4,686
-6% -$513K 0.08% 258
2024
Q3 		$7.14M Sell
72,362
-2,004
-3% -$196K 0.08% 268
2024
Q2 		$7.66M Sell
74,366
-2,598
-3% -$286K 0.08% 241
2024
Q1 		$9.54M Buy
76,964
+2,331
+3% +$250K 0.11% 200
2023
Q4 		$7.52M Buy
74,633
+491
+0.7% +$44.1K 0.09% 220
2023
Q3 		$6.3M Sell
74,142
-3,470
-4% -$295K 0.09% 237
2023
Q2 		$6.49M Buy
77,612
+756
+1% +$55.9K 0.09% 226
2023
Q1 		$5.63M Buy
76,856
+282
+0.4% +$20.2K 0.08% 238
2022
Q4 		$5.19M Buy
76,574
+929
+1% +$60.7K 0.08% 248
2022
Q3 		$4.22M Buy
75,645
+34,294
+83% +$1.99M 0.07% 264
2022
Q2 		$2.27M Buy
+41,351
New +$2.33M 0.04% 398

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's PCAR Position: Q2 2025 in Review

Atria Wealth Solutions increased its PACCAR (PCAR) stake by 0.35% in Q2 2025, buying an estimated $20.1K and bringing the position to 63,052 shares worth $5.99M. The position accounts for 0.14% of the portfolio, ranked #178.

Atria Wealth Solutions first reported a position in PCAR in Q2 2022 and has held it in 13 quarters since. The position peaked at $9.54M in Q1 2024. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Atria Wealth Solutions held 63,052 shares of PACCAR worth $5.99M as of Q2 2025.
  • Atria Wealth Solutions bought 218 PACCAR shares in Q2 2025, an estimated $20.1K.
  • PACCAR made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #178 holding.
  • Atria Wealth Solutions first reported a position in PACCAR in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's PACCAR position peaked at $9.54M in Q1 2024.
  • 968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.