Cerity Partners’s Penske Automotive Group PAG Stock Holding History

Cerity Partners’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Buy	7,318 +2,349	+47%	+$393K	﹤0.01%	1826
2026 Q1	$743K	Sell	4,969 -7,529	-60%	-$1.19M	﹤0.01%	2041
2025 Q4	$1.98M	Buy	12,498 +1,798	+17%	+$296K	﹤0.01%	1372
2025 Q3	$1.86M	Buy	10,700 +2,780	+35%	+$496K	﹤0.01%	1327
2025 Q2	$1.36M	Sell	7,920 -2,012	-20%	-$323K	﹤0.01%	1383
2025 Q1	$1.43M	Sell	9,932 -1,511	-13%	-$242K	﹤0.01%	1271
2024 Q4	$1.75M	Sell	11,443 -1,890	-14%	-$300K	﹤0.01%	1164
2024 Q3	$2.17M	Buy	13,333 +8,504	+176%	+$1.36M	﹤0.01%	1060
2024 Q2	$720K	Buy	4,829 +3,207	+198%	+$488K	﹤0.01%	1373
2024 Q1	$263K	Buy	+1,622	New	+$248K	﹤0.01%	1940

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's PAG Position: Q2 2026 in Review

Cerity Partners increased its Penske Automotive Group (PAG) stake by 47% in Q2 2026, buying an estimated $393K and bringing the position to 7,318 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Cerity Partners first reported a position in PAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.17M in Q3 2024. 370 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Cerity Partners held 7,318 shares of Penske Automotive Group worth $1.31M as of Q2 2026.
Cerity Partners bought 2,349 Penske Automotive Group shares in Q2 2026, an estimated $393K.
Penske Automotive Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1826 holding.
Cerity Partners first reported a position in Penske Automotive Group in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Penske Automotive Group position peaked at $2.17M in Q3 2024.
370 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.