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Cassady Schiller Wealth Management’s PACCAR PCAR Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$1.87K Buy
+18
New +$1.97K ﹤0.01% 593
2022
Q1 		– Sell
-11
Closed -$1K – 455
2021
Q4 		$1K Buy
+11
New +$636 ﹤0.01% 491

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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 $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's PCAR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in PACCAR (PCAR) in Q4 2024: 18 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PCAR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in PCAR in Q4 2021 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of PACCAR worth $1.87K as of Q4 2024.
  • PACCAR was a new Cassady Schiller Wealth Management position in Q4 2024.
  • PACCAR made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #593 holding.
  • Cassady Schiller Wealth Management first reported a position in PACCAR in Q4 2021 and has held it in 2 quarters since.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.