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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
Q2 		$1.21M Buy
10,076
+342
+4% +$40.4K 0.23% 95
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beverly Hills Private Wealth's PCAR Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its PACCAR (PCAR) stake by 3.5% in Q2 2026, buying an estimated $40.4K and bringing the position to 10,076 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #95.

Beverly Hills Private Wealth first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Beverly Hills Private Wealth held 10,076 shares of PACCAR worth $1.21M as of Q2 2026.
  • Beverly Hills Private Wealth bought 342 PACCAR shares in Q2 2026, an estimated $40.4K.
  • PACCAR made up 0.23% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #95 holding.
  • Beverly Hills Private Wealth first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's PACCAR position peaked at $2.01M in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.