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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
Q2 		– Sell
-1,616
Closed -$242K – 1839
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

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

EP Wealth Advisors's PAG Position: Q2 2026 in Review

EP Wealth Advisors sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 1,616 shares — an estimated $242K sold.

EP Wealth Advisors first reported a position in PAG in Q2 2023 and held it in 11 quarters. The position peaked at $428K in Q2 2025. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • EP Wealth Advisors reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,616 Penske Automotive Group shares in Q2 2026, an estimated $242K.
  • EP Wealth Advisors first reported a position in Penske Automotive Group in Q2 2023 and held it in 11 quarters.
  • EP Wealth Advisors's Penske Automotive Group position peaked at $428K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.