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Avior Wealth Management’s PACCAR PCAR Stock Holding History

Avior 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
Q1 		– Sell
-396
Closed -$41.2K – 1856
2024
Q4 		$41.2K Sell
396
-54
-12% -$5.91K ﹤0.01% 1203
2024
Q3 		$44.4K Sell
450
-116
-20% -$11.3K ﹤0.01% 1162
2024
Q2 		$58.3K Sell
566
-301
-35% -$33.2K ﹤0.01% 1035
2024
Q1 		$107K Buy
867
+782
+920% +$84K 0.01% 935
2023
Q4 		$8.3K Hold
85
– – ﹤0.01% 1023
2023
Q3 		$7.23K Buy
85
+44
+107% +$3.74K ﹤0.01% 1094
2023
Q2 		$3.43K Sell
41
-7
-15% -$518 ﹤0.01% 1276
2023
Q1 		$3.51K Sell
48
-5,057
-99% -$362K ﹤0.01% 1303
2022
Q4 		$337K Sell
5,105
-3,450
-40% -$225K 0.03% 385
2022
Q3 		$477K Buy
8,555
+1,655
+24% +$96.2K 0.04% 279
2022
Q2 		$378K Sell
6,900
-1,950
-22% -$110K 0.04% 309
2022
Q1 		$519K Hold
8,850
– – 0.04% 292
2021
Q4 		$520K Hold
8,850
– – 0.04% 323
2021
Q3 		$465K Buy
+8,850
New +$491K 0.04% 330
2021
Q2 		– Sell
-20
Closed -$1K – 1108
2021
Q1 		$1K Hold
20
– – ﹤0.01% 971
2020
Q4 		$1K Buy
20
+11
+122% +$646 ﹤0.01% 937
2020
Q3 		$0 Hold
9
– – ﹤0.01% 996
2020
Q2 		$0 Buy
+9
New +$421 ﹤0.01% 970
2019
Q3 		– Sell
-36
Closed -$2K – 843
2019
Q2 		$2K Buy
+36
New +$1.67K ﹤0.01% 735
2016
Q4 		– Sell
-597
Closed -$23K – 512
2016
Q3 		$23K Buy
597
+3
+0.5% +$114 0.01% 284
2016
Q2 		$21K Buy
594
+1
+0.2% +$37 0.01% 280
2016
Q1 		$22K Buy
593
+20
+3% +$670 0.01% 275
2015
Q4 		$18K Buy
573
+3
+0.5% +$102 0.01% 258
2015
Q3 		$20K Buy
+570
New +$23.1K 0.01% 231

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's PCAR Position: Q1 2025 in Review

Avior Wealth Management sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 396 shares — an estimated $41.2K sold.

Avior Wealth Management first reported a position in PCAR in Q3 2015 and held it in 24 quarters. The position peaked at $520K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Avior Wealth Management reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 396 PACCAR shares in Q1 2025, an estimated $41.2K.
  • Avior Wealth Management first reported a position in PACCAR in Q3 2015 and held it in 24 quarters.
  • Avior Wealth Management's PACCAR position peaked at $520K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.