BHPW
PCAR icon

Beverly Hills Private Wealth’s PACCAR PCAR Stock Holding History

Beverly Hills Private 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 		$1.12M Sell
9,734
-8,653
-47% -$1.05M 0.19% 121
2025
Q4 		$2.01M Sell
18,387
-1,565
-8% -$160K 0.34% 78
2025
Q3 		$1.96M Buy
19,952
+359
+2% +$35.4K 0.35% 83
2025
Q2 		$1.86M Buy
19,593
+2,092
+12% +$193K 0.35% 78
2025
Q1 		$1.7M Buy
17,501
+1,168
+7% +$123K 0.34% 83
2024
Q4 		$1.7M Sell
16,333
-2,928
-15% -$320K 0.34% 84
2024
Q3 		$1.9M Buy
19,261
+6,946
+56% +$679K 0.38% 76
2024
Q2 		$1.27M Buy
12,315
+2,347
+24% +$259K 0.28% 97
2024
Q1 		$1.23M Buy
9,968
+4,370
+78% +$470K 0.29% 91
2023
Q4 		$547K Buy
+5,598
New +$503K 0.14% 152

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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