Avantax Advisory Services’s PACCAR PCAR Stock Holding History

Avantax Advisory Services’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	$2.32M	Buy	24,368 +7,681	+46%	+$710K	0.01%	732
2025 Q1	$1.62M	Buy	16,687 +1,939	+13%	+$205K	0.01%	851
2024 Q4	$1.53M	Buy	14,748 +1,105	+8%	+$121K	0.01%	848
2024 Q3	$1.35M	Sell	13,643 -132	-1%	-$12.9K	0.01%	868
2024 Q2	$1.42M	Buy	13,775 +3,003	+28%	+$331K	0.01%	806
2024 Q1	$1.33M	Sell	10,772 -3,025	-22%	-$325K	0.01%	657
2023 Q4	$1.35M	Buy	13,797 +858	+7%	+$77.1K	0.01%	621
2023 Q3	$1.1M	Buy	+12,939	New	+$1.1M	0.01%	648
2023 Q1	–	Sell	-4,496	Closed	-$297K	–	1527
2022 Q4	$297K	Buy	+4,496	New	+$294K	﹤0.01%	1115
2020 Q4	–	Sell	-8,279	Closed	-$471K	–	1227
2020 Q3	$471K	Buy	+8,279	New	+$464K	0.01%	812

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's PCAR Position: Q2 2025 in Review

Avantax Advisory Services increased its PACCAR (PCAR) stake by 46% in Q2 2025, buying an estimated $710K and bringing the position to 24,368 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #732.

Avantax Advisory Services first reported a position in PCAR in Q3 2020 and has held it in 10 quarters since. 967 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

Avantax Advisory Services held 24,368 shares of PACCAR worth $2.32M as of Q2 2025.
Avantax Advisory Services bought 7,681 PACCAR shares in Q2 2025, an estimated $710K.
PACCAR made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #732 holding.
Avantax Advisory Services first reported a position in PACCAR in Q3 2020 and has held it in 10 quarters since.
967 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.