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	0.05%	398

Other funds holding PCAR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return