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Concurrent Investment Advisors’s PACCAR PCAR Stock Holding History

Concurrent Investment Advisors’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
Q2 		$306K Sell
2,548
-396
-13% -$46.7K ﹤0.01% 1678
2026
Q1 		$340K Buy
2,944
+880
+43% +$106K ﹤0.01% 1408
2025
Q4 		$226K Buy
+2,064
New +$212K ﹤0.01% 1573
2024
Q1 		– Sell
-2,676
Closed -$261K – 975
2023
Q4 		$261K Buy
+2,676
New +$240K 0.01% 697

Other funds holding PCAR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Concurrent Investment Advisors's PCAR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its PACCAR (PCAR) stake by 13% in Q2 2026, selling an estimated $46.7K and leaving 2,548 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Concurrent Investment Advisors first reported a position in PCAR in Q4 2023 and has held it in 4 quarters since. The position peaked at $340K in Q1 2026. 478 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Concurrent Investment Advisors held 2,548 shares of PACCAR worth $306K as of Q2 2026.
  • Concurrent Investment Advisors sold 396 PACCAR shares in Q2 2026, an estimated $46.7K.
  • PACCAR made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1678 holding.
  • Concurrent Investment Advisors first reported a position in PACCAR in Q4 2023 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's PACCAR position peaked at $340K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.