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Avion Wealth’s PACCAR PCAR Stock Holding History

Avion Wealth’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
2026
Q3 		$10K Hold
92
– – ﹤0.01% 588
2026
Q2 		$11K Sell
92
-1
-1% -$118 ﹤0.01% 581
2026
Q1 		$10K Buy
93
+20
+27% +$2.42K ﹤0.01% 503
2025
Q4 		$7K Sell
73
-10
-12% -$1.02K ﹤0.01% 587
2025
Q3 		$8K Sell
83
-2
-2% -$197 ﹤0.01% 546
2025
Q2 		$8K Buy
85
+40
+89% +$3.7K ﹤0.01% 527
2025
Q1 		$4K Hold
45
– – ﹤0.01% 594
2024
Q4 		$4K Buy
45
+10
+29% +$1.09K ﹤0.01% 592
2024
Q3 		$3K Sell
35
-14
-29% -$1.37K ﹤0.01% 627
2024
Q2 		$5K Buy
49
+5
+11% +$551 ﹤0.01% 471
2024
Q1 		$6K Buy
44
+19
+76% +$2.04K ﹤0.01% 428
2023
Q4 		$2K Buy
25
+1
+4% +$90 ﹤0.01% 601
2023
Q3 		$2K Buy
24
+17
+243% +$1.45K ﹤0.01% 512
2023
Q2 		$0 Buy
7
+2
+40% +$148 ﹤0.01% 961
2023
Q1 		$0 Buy
+5
New +$358 ﹤0.01% 716

Other funds holding PCAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Avion Wealth's PCAR Position: Q3 2026 in Review

Avion Wealth held its PACCAR (PCAR) position steady in Q3 2026 at 92 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Avion Wealth first reported a position in PCAR in Q1 2023 and has held it in 15 quarters since. The position peaked at $11K in Q2 2026. 679 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Avion Wealth held 92 shares of PACCAR worth $10K as of Q3 2026.
  • Avion Wealth left its PACCAR share count unchanged in Q3 2026.
  • PACCAR made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #588 holding.
  • Avion Wealth first reported a position in PACCAR in Q1 2023 and has held it in 15 quarters since.
  • Avion Wealth's PACCAR position peaked at $11K in Q2 2026.
  • 679 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.