Castle Rock Wealth Management’s PACCAR PCAR Stock Holding History

Castle Rock 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
2026 Q3	$836K	Buy	7,645 +5	+0.1%	+$626	0.16%	131
2026 Q2	$926K	Sell	7,640 -12	-0.2%	-$1.42K	0.18%	130
2026 Q1	$905K	Buy	7,652 +12	+0.2%	+$1.45K	0.2%	122
2025 Q4	$969K	Buy	7,640 +5	+0.1%	+$512	0.21%	117
2025 Q3	$744K	Sell	7,635 -3,712	-33%	-$366K	0.16%	129
2025 Q2	$1.06M	Sell	11,347 -15	-0.1%	-$1.39K	0.25%	104
2025 Q1	$1.11M	Buy	11,362 +5	+0%	+$527	0.3%	92
2024 Q4	$1.2M	Hold	11,357	–	–	0.29%	93
2024 Q3	$1.18M	Buy	11,357 +10	+0.1%	+$978	0.28%	99
2024 Q2	$1.16M	Hold	11,347	–	–	0.29%	98
2024 Q1	$1.21M	Buy	11,347 +5	+0%	+$537	0.33%	93
2023 Q4	$1.06M	Sell	11,342 -1,000	-8%	-$89.8K	0.32%	82
2023 Q3	$1.08M	Hold	12,342	–	–	0.36%	72
2023 Q2	$1.02M	Hold	12,342	–	–	0.35%	66
2023 Q1	$905K	Hold	12,342	–	–	0.32%	62
2022 Q4	$923K	Hold	12,342	–	–	0.41%	57
2022 Q3	$733K	Buy	12,342 +1	+0%	+$58	0.37%	71
2022 Q2	$677K	Hold	12,341	–	–	0.35%	78
2022 Q1	$707K	Buy	12,341 +2	+0%	+$122	0.33%	86
2021 Q4	$753K	Buy	12,339 +3	+0%	+$173	0.31%	95
2021 Q3	$731K	Hold	12,336	–	–	0.25%	118
2021 Q2	$656K	Buy	12,336 +1	+0%	+$61	0.24%	121
2021 Q1	$758K	Hold	12,335	–	–	0.31%	116
2020 Q4	$813K	Sell	12,335 -117	-0.9%	-$6.87K	0.34%	98
2020 Q3	$755K	Hold	12,452	–	–	0.49%	72
2020 Q2	$705K	Buy	12,452 +2	+0%	+$93	0.41%	76
2020 Q1	$553K	Buy	12,450 +1	+0%	+$47	0.48%	49
2019 Q4	$628K	Buy	12,449 +9	+0.1%	+$463	0.57%	71
2019 Q3	$663K	Sell	12,440 -148	-1%	-$6.75K	0.69%	47
2019 Q2	$601K	Buy	+12,588	New	+$585K	0.67%	46
2018 Q4	–	Sell	-12,167	Closed	-$481K	–	81
2018 Q3	$481K	Hold	12,167	–	–	0.76%	45
2018 Q2	$503K	Hold	12,167	–	–	0.69%	52
2018 Q1	$537K	Hold	12,167	–	–	0.89%	33
2017 Q4	$577K	Buy	+12,167	New	+$576K	1.12%	26

Other funds holding PCAR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castle Rock Wealth Management's PCAR Position: Q3 2026 in Review

Castle Rock Wealth Management increased its PACCAR (PCAR) stake by 0.07% in Q3 2026, buying an estimated $626 and bringing the position to 7,645 shares worth $836K. The position accounts for 0.16% of the portfolio, ranked #131.

Castle Rock Wealth Management first reported a position in PCAR in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.21M in Q1 2024. 80 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

Castle Rock Wealth Management held 7,645 shares of PACCAR worth $836K as of Q3 2026.
Castle Rock Wealth Management bought 5 PACCAR shares in Q3 2026, an estimated $626.
PACCAR made up 0.16% of Castle Rock Wealth Management's portfolio in Q3 2026, its #131 holding.
Castle Rock Wealth Management first reported a position in PACCAR in Q4 2017 and has held it in 34 quarters since.
Castle Rock Wealth Management's PACCAR position peaked at $1.21M in Q1 2024.
80 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.