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Crestwood Advisors Group’s PACCAR PCAR Stock Holding History

Crestwood Advisors Group’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 		$244K Sell
2,035
-2,019
-50% -$238K ﹤0.01% 766
2026
Q1 		$468K Buy
4,054
+151
+4% +$18.3K 0.01% 440
2025
Q4 		$427K Buy
3,903
+316
+9% +$32.4K 0.01% 429
2025
Q3 		$353K Buy
3,587
+300
+9% +$29.6K 0.01% 433
2025
Q2 		$312K Sell
3,287
-222
-6% -$20.5K 0.01% 439
2025
Q1 		$342K Buy
3,509
+528
+18% +$55.7K 0.01% 399
2024
Q4 		$310K Buy
2,981
+33
+1% +$3.61K 0.01% 381
2024
Q3 		$291K Sell
2,948
-26
-0.9% -$2.54K 0.01% 373
2024
Q2 		$306K Sell
2,974
-58
-2% -$6.39K 0.01% 346
2024
Q1 		$376K Buy
3,032
+256
+9% +$27.5K 0.01% 316
2023
Q4 		$271K Buy
2,776
+38
+1% +$3.41K 0.01% 343
2023
Q3 		$233K Buy
+2,738
New +$233K 0.01% 325
2017
Q2 		– Sell
-570
Closed -$26K – 361
2017
Q1 		$26K Buy
+570
New +$25.7K ﹤0.01% 345

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

Crestwood Advisors Group's PCAR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its PACCAR (PCAR) stake by 50% in Q2 2026, selling an estimated $238K and leaving 2,035 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Crestwood Advisors Group first reported a position in PCAR in Q1 2017 and has held it in 13 quarters since. The position peaked at $468K in Q1 2026. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Crestwood Advisors Group held 2,035 shares of PACCAR worth $244K as of Q2 2026.
  • Crestwood Advisors Group sold 2,019 PACCAR shares in Q2 2026, an estimated $238K.
  • PACCAR made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #766 holding.
  • Crestwood Advisors Group first reported a position in PACCAR in Q1 2017 and has held it in 13 quarters since.
  • Crestwood Advisors Group's PACCAR position peaked at $468K in Q1 2026.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.