BWP
PCAR icon

BSW Wealth Partners’s PACCAR PCAR Stock Holding History

BSW Wealth Partners’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 		$589K Sell
4,902
-162
-3% -$19.1K 0.07% 167
2026
Q1 		$585K Buy
5,064
+370
+8% +$44.7K 0.07% 160
2025
Q4 		$514K Buy
4,694
+831
+22% +$85.2K 0.06% 177
2025
Q3 		$380K Sell
3,863
-680
-15% -$67.1K 0.05% 213
2025
Q2 		$432K Sell
4,543
-228
-5% -$21.1K 0.06% 187
2025
Q1 		$465K Buy
4,771
+108
+2% +$11.4K 0.07% 163
2024
Q4 		$485K Buy
4,663
+112
+2% +$12.3K 0.07% 167
2024
Q3 		$449K Buy
4,551
+807
+22% +$78.9K 0.07% 172
2024
Q2 		$385K Buy
3,744
+277
+8% +$30.5K 0.06% 167
2024
Q1 		$429K Buy
3,467
+1,059
+44% +$114K 0.07% 157
2023
Q4 		$235K Buy
+2,408
New +$216K 0.05% 237

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 $3.37T AUM 44.26% 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

BSW Wealth Partners's PCAR Position: Q2 2026 in Review

BSW Wealth Partners reduced its PACCAR (PCAR) stake by 3.2% in Q2 2026, selling an estimated $19.1K and leaving 4,902 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #167.

BSW Wealth Partners first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • BSW Wealth Partners held 4,902 shares of PACCAR worth $589K as of Q2 2026.
  • BSW Wealth Partners sold 162 PACCAR shares in Q2 2026, an estimated $19.1K.
  • PACCAR made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • BSW Wealth Partners first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.