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 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%	+$3.69K	﹤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%	962
2023 Q1	$0	Buy	+5	New	+$358	﹤0.01%	717

Other funds holding PCAR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

Massachusetts Financial Services

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return