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Elevation Wealth Management’s PACCAR PCAR Stock Holding History

Elevation Wealth Management’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 		$242K Sell
2,017
-179
-8% -$21.1K 0.18% 125
2026
Q1 		$254K Buy
2,196
+179
+9% +$21.6K 0.23% 107
2025
Q4 		$224K Buy
+2,017
New +$207K 0.21% 121

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

Elevation Wealth Management's PCAR Position: Q2 2026 in Review

Elevation Wealth Management reduced its PACCAR (PCAR) stake by 8.2% in Q2 2026, selling an estimated $21.1K and leaving 2,017 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #125.

Elevation Wealth Management first reported a position in PCAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Elevation Wealth Management held 2,017 shares of PACCAR worth $242K as of Q2 2026.
  • Elevation Wealth Management sold 179 PACCAR shares in Q2 2026, an estimated $21.1K.
  • PACCAR made up 0.18% of Elevation Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Elevation Wealth Management first reported a position in PACCAR in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Management's PACCAR position peaked at $254K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.