Curio Wealth’s Penske Automotive Group PAG Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$299	–	825
2026 Q1	$299	Buy	+2	New	+$317	﹤0.01%	643

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's PAG Position: Q2 2026 in Review

Curio Wealth sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 2 shares — an estimated $299 sold.

Curio Wealth first reported a position in PAG in Q1 2026 and held it in 1 quarter. The position peaked at $299 in Q1 2026. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Curio Wealth reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Penske Automotive Group shares in Q2 2026, an estimated $299.
Curio Wealth first reported a position in Penske Automotive Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's Penske Automotive Group position peaked at $299 in Q1 2026.
395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.