AWM
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Atticus Wealth Management’s PACCAR PCAR Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-698
Closed -$66.4K – 494
2025
Q2 		$66.4K Buy
698
+9
+1% +$831 0.02% 284
2025
Q1 		$67.1K Hold
689
– – 0.02% 203
2024
Q4 		$71.7K Hold
689
– – 0.02% 203
2024
Q3 		$68K Sell
689
-7
-1% -$684 0.02% 215
2024
Q2 		$71.7K Hold
696
– – 0.02% 196
2024
Q1 		$86.2K Sell
696
-525
-43% -$56.4K 0.03% 186
2023
Q4 		$119K Hold
1,221
– – 0.04% 152
2023
Q3 		$104K Hold
1,221
– – 0.04% 173
2023
Q2 		$102K Hold
1,221
– – 0.04% 173
2023
Q1 		$89.4K Buy
1,221
+6
+0.5% +$429 0.03% 184
2022
Q4 		$80.2K Buy
+1,215
New +$79.4K 0.03% 198

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return