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Clearstead Advisors’s Penske Automotive Group PAG Stock Holding History

Clearstead Advisors’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 		$19K Buy
106
+16
+18% +$2.67K ﹤0.01% 1807
2026
Q1 		$13.5K Sell
90
-74
-45% -$11.7K ﹤0.01% 1529
2025
Q4 		$26K Sell
164
-277
-63% -$45.5K ﹤0.01% 1633
2025
Q3 		$76.7K Buy
441
+117
+36% +$20.9K ﹤0.01% 1142
2025
Q2 		$55.7K Buy
324
+83
+34% +$13.3K ﹤0.01% 1258
2025
Q1 		$34.7K Buy
241
+151
+168% +$24.2K ﹤0.01% 1264
2024
Q4 		$13.7K Buy
90
+5
+6% +$793 ﹤0.01% 1498
2024
Q3 		$13.8K Hold
85
– – ﹤0.01% 1517
2024
Q2 		$12.7K Buy
+85
New +$12.9K ﹤0.01% 1492
2022
Q4 		– Sell
-181
Closed -$18K – 1361
2022
Q3 		$18K Sell
181
-38
-17% -$4.24K ﹤0.01% 792
2022
Q2 		$23K Buy
+219
New +$23.5K ﹤0.01% 770

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's PAG Position: Q2 2026 in Review

Clearstead Advisors increased its Penske Automotive Group (PAG) stake by 18% in Q2 2026, buying an estimated $2.67K and bringing the position to 106 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Clearstead Advisors first reported a position in PAG in Q2 2022 and has held it in 11 quarters since. The position peaked at $76.7K in Q3 2025. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Clearstead Advisors held 106 shares of Penske Automotive Group worth $19K as of Q2 2026.
  • Clearstead Advisors bought 16 Penske Automotive Group shares in Q2 2026, an estimated $2.67K.
  • Penske Automotive Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1807 holding.
  • Clearstead Advisors first reported a position in Penske Automotive Group in Q2 2022 and has held it in 11 quarters since.
  • Clearstead Advisors's Penske Automotive Group position peaked at $76.7K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.