Endurance Wealth Management’s PACCAR PCAR Stock Holding History

Endurance 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
2023 Q2	$177K	Hold	2,115	–	–	0.02%	211
2023 Q1	$155K	Hold	2,115	–	–	0.02%	221
2022 Q4	$140K	Hold	2,115	–	–	0.02%	221
2022 Q3	$118K	Hold	2,115	–	–	0.02%	234
2022 Q2	$116K	Hold	2,115	–	–	0.02%	239
2022 Q1	$124K	Hold	2,115	–	–	0.02%	251
2021 Q4	$124K	Sell	2,115 -885	-30%	-$51.2K	0.01%	262
2021 Q3	$158K	Hold	3,000	–	–	0.02%	235
2021 Q2	$178K	Hold	3,000	–	–	0.02%	226
2021 Q1	$186K	Hold	3,000	–	–	0.02%	221
2020 Q4	$173K	Hold	3,000	–	–	0.02%	209
2020 Q3	$171K	Hold	3,000	–	–	0.03%	196
2020 Q2	$150K	Hold	3,000	–	–	0.02%	203
2020 Q1	$122K	Hold	3,000	–	–	0.02%	205
2019 Q4	$158K	Hold	3,000	–	–	0.02%	196
2019 Q3	$140K	Hold	3,000	–	–	0.02%	199
2019 Q2	$143K	Hold	3,000	–	–	0.02%	197
2019 Q1	$136K	Hold	3,000	–	–	0.02%	195
2018 Q4	$114K	Hold	3,000	–	–	0.02%	201
2018 Q3	$136K	Hold	3,000	–	–	0.02%	198
2018 Q2	$124K	Hold	3,000	–	–	0.02%	205
2018 Q1	$132K	Hold	3,000	–	–	0.02%	210
2017 Q4	$142K	Hold	3,000	–	–	0.02%	199
2017 Q3	$145K	Hold	3,000	–	–	0.02%	194
2017 Q2	$132K	Hold	3,000	–	–	0.02%	199
2017 Q1	$134K	Hold	3,000	–	–	0.02%	196
2016 Q4	$128K	Hold	3,000	–	–	0.02%	199
2016 Q3	$117K	Hold	3,000	–	–	0.02%	206
2016 Q2	$104K	Hold	3,000	–	–	0.02%	208
2016 Q1	$109	Hold	3,000	–	–	0.02%	207
2015 Q4	$95K	Hold	3,000	–	–	0.02%	217
2015 Q3	$110K	Sell	3,000 -900	-23%	-$36.5K	0.02%	211
2015 Q2	$166K	Buy	+3,900	New	+$168K	0.03%	180

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Endurance Wealth Management's PCAR Position: Q2 2023 in Review

Endurance Wealth Management held its PACCAR (PCAR) position steady in Q2 2023 at 2,115 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #211.

Endurance Wealth Management first reported a position in PCAR in Q2 2015 and has held it in 33 quarters since. The position peaked at $186K in Q1 2021. 843 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

Endurance Wealth Management held 2,115 shares of PACCAR worth $177K as of Q2 2023.
Endurance Wealth Management left its PACCAR share count unchanged in Q2 2023.
PACCAR made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #211 holding.
Endurance Wealth Management first reported a position in PACCAR in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's PACCAR position peaked at $186K in Q1 2021.
843 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.