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Elevation Wealth Partners’s Penske Automotive Group PAG Stock Holding History

Elevation Wealth Partners’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 		$1.25K Sell
7
-5
-42% -$836 ﹤0.01% 1242
2026
Q1 		$1.79K Sell
12
-70
-85% -$11.1K ﹤0.01% 927
2025
Q4 		$13K Buy
+82
New +$13.5K ﹤0.01% 446

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevation Wealth Partners's PAG Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Penske Automotive Group (PAG) stake by 42% in Q2 2026, selling an estimated $836 and leaving 7 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Elevation Wealth Partners first reported a position in PAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $13K in Q4 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Elevation Wealth Partners held 7 shares of Penske Automotive Group worth $1.25K as of Q2 2026.
  • Elevation Wealth Partners sold 5 Penske Automotive Group shares in Q2 2026, an estimated $836.
  • Penske Automotive Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1242 holding.
  • Elevation Wealth Partners first reported a position in Penske Automotive Group in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Penske Automotive Group position peaked at $13K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.