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Beaird Harris Wealth Management’s Penske Automotive Group PAG Stock Holding History

Beaird Harris Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358 Hold
2
– – ﹤0.01% 621
2026
Q1 		$300 Hold
2
– – ﹤0.01% 603
2025
Q4 		$317 Hold
2
– – ﹤0.01% 621
2025
Q3 		$348 Buy
+2
New +$357 ﹤0.01% 632

Other funds holding PAG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Beaird Harris Wealth Management's PAG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Penske Automotive Group (PAG) position steady in Q2 2026 at 2 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Beaird Harris Wealth Management first reported a position in PAG in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Beaird Harris Wealth Management held 2 shares of Penske Automotive Group worth $358 as of Q2 2026.
  • Beaird Harris Wealth Management left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Beaird Harris Wealth Management first reported a position in Penske Automotive Group in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.