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EP Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

EP Wealth Advisors’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
Q1 		$242K Sell
1,616
-651
-29% -$103K ﹤0.01% 1294
2025
Q4 		$359K Buy
+2,267
New +$373K ﹤0.01% 1034
2025
Q2 		$428K Buy
2,493
+15
+0.6% +$2.41K ﹤0.01% 846
2025
Q1 		$357K Buy
2,478
+70
+3% +$11.2K ﹤0.01% 833
2024
Q4 		$367K Hold
2,408
– – ﹤0.01% 792
2024
Q3 		$391K Buy
2,408
+522
+28% +$83.2K ﹤0.01% 768
2024
Q2 		$281K Buy
1,886
+3
+0.2% +$456 ﹤0.01% 673
2024
Q1 		$305K Buy
1,883
+50
+3% +$7.63K ﹤0.01% 622
2023
Q4 		$294K Sell
1,833
-2
-0.1% -$306 ﹤0.01% 621
2023
Q3 		$307K Sell
1,835
-17,953
-91% -$3M ﹤0.01% 555
2023
Q2 		$222K Buy
+19,788
New +$2.87M ﹤0.01% 631

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's PAG Position: Q1 2026 in Review

EP Wealth Advisors reduced its Penske Automotive Group (PAG) stake by 29% in Q1 2026, selling an estimated $103K and leaving 1,616 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

EP Wealth Advisors first reported a position in PAG in Q2 2023 and has held it in 11 quarters since. The position peaked at $428K in Q2 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • EP Wealth Advisors held 1,616 shares of Penske Automotive Group worth $242K as of Q1 2026.
  • EP Wealth Advisors sold 651 Penske Automotive Group shares in Q1 2026, an estimated $103K.
  • Penske Automotive Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1294 holding.
  • EP Wealth Advisors first reported a position in Penske Automotive Group in Q2 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's Penske Automotive Group position peaked at $428K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.