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Cherry Tree Wealth Management’s PACCAR PCAR Stock Holding History

Cherry Tree 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
Q1 		$693 Hold
6
– – ﹤0.01% 554
2025
Q4 		$658 Hold
6
– – ﹤0.01% 563
2025
Q3 		$590 Hold
6
– – ﹤0.01% 563
2025
Q2 		$571 Sell
6
-18
-75% -$1.66K ﹤0.01% 577
2025
Q1 		$2.34K Hold
24
– – ﹤0.01% 617
2024
Q4 		$2.5K Buy
24
+18
+300% +$1.97K ﹤0.01% 525
2024
Q3 		$593 Hold
6
– – ﹤0.01% 582
2024
Q2 		$618 Hold
6
– – ﹤0.01% 566
2024
Q1 		$744 Hold
6
– – ﹤0.01% 559
2023
Q4 		$586 Hold
6
– – ﹤0.01% 562
2023
Q3 		$511 Hold
6
– – ﹤0.01% 557
2023
Q2 		$502 Buy
+6
New +$444 ﹤0.01% 563

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Cherry Tree Wealth Management's PCAR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its PACCAR (PCAR) position steady in Q1 2026 at 6 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Cherry Tree Wealth Management first reported a position in PCAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.5K in Q4 2024. 1,083 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Cherry Tree Wealth Management held 6 shares of PACCAR worth $693 as of Q1 2026.
  • Cherry Tree Wealth Management left its PACCAR share count unchanged in Q1 2026.
  • PACCAR made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #554 holding.
  • Cherry Tree Wealth Management first reported a position in PACCAR in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's PACCAR position peaked at $2.5K in Q4 2024.
  • 1,083 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.