DAS
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Diversify Advisory Services’s PACCAR PCAR Stock Holding History

Diversify Advisory Services’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 		– Sell
-2,045
Closed -$248K – 663
2025
Q4 		$248K Buy
+2,045
New +$210K 0.01% 808

Other funds holding PCAR

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Diversify Advisory Services's PCAR Position: Q1 2026 in Review

Diversify Advisory Services sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 2,045 shares — an estimated $248K sold.

Diversify Advisory Services first reported a position in PCAR in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Diversify Advisory Services reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,045 PACCAR shares in Q1 2026, an estimated $248K.
  • Diversify Advisory Services first reported a position in PACCAR in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's PACCAR position peaked at $248K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.