Crewe Advisors’s PACCAR PCAR Stock Holding History

Crewe 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 Q1	$1.39K	Sell	12 -13	-52%	-$1.57K	﹤0.01%	939
2025 Q4	$2.74K	Buy	25 +13	+108%	+$1.33K	﹤0.01%	828
2025 Q3	$1.18K	Sell	12 -13	-52%	-$1.28K	﹤0.01%	899
2025 Q2	$2.38K	Sell	25 -20	-44%	-$1.85K	﹤0.01%	572
2025 Q1	$4.38K	Buy	45 +42	+1,400%	+$4.43K	﹤0.01%	492
2024 Q4	$313	Sell	3 -61	-95%	-$6.68K	﹤0.01%	608
2024 Q3	$6.32K	Sell	64 -31	-33%	-$3.03K	﹤0.01%	543
2024 Q2	$9.78K	Sell	95 -5	-5%	-$551	﹤0.01%	700
2024 Q1	$12.4K	Buy	+100	New	+$10.7K	﹤0.01%	589
2023 Q1	–	Sell	-104	Closed	-$6.83K	–	986
2022 Q4	$6.83K	Sell	104 -234	-69%	-$15.3K	﹤0.01%	616
2022 Q3	$19K	Buy	338 +138	+69%	+$8.02K	﹤0.01%	479
2022 Q2	$11K	Buy	+200	New	+$11.3K	﹤0.01%	570
2020 Q4	–	Sell	-72	Closed	-$4K	–	596
2020 Q3	$4K	Buy	+72	New	+$4.04K	﹤0.01%	407

Other funds holding PCAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return