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Breakwater Investment Management’s PACCAR PCAR Stock Holding History

Breakwater Investment 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
Q4 		– Sell
-5
Closed -$492 – 588
2025
Q3 		$492 Buy
+5
New +$493 ﹤0.01% 445

Other funds holding PCAR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Breakwater Investment Management's PCAR Position: Q4 2025 in Review

Breakwater Investment Management sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 5 shares — an estimated $492 sold.

Breakwater Investment Management first reported a position in PCAR in Q3 2025 and held it in 1 quarter. The position peaked at $492 in Q3 2025. 1,050 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

  • Breakwater Investment Management reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
  • Breakwater Investment Management sold 5 PACCAR shares in Q4 2025, an estimated $492.
  • Breakwater Investment Management first reported a position in PACCAR in Q3 2025 and held it in 1 quarter.
  • Breakwater Investment Management's PACCAR position peaked at $492 in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.