EP Wealth Advisors’s PACCAR PCAR Stock Holding History

EP Wealth Advisors’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 Q1	$1.82M	Sell	15,718 -2,070	-12%	-$250K	0.01%	498
2025 Q4	$1.95M	Buy	+17,788	New	+$1.82M	0.01%	453
2025 Q2	$1.77M	Buy	18,617 +815	+5%	+$75.3K	0.01%	438
2025 Q1	$1.73M	Sell	17,802 -355	-2%	-$37.4K	0.01%	391
2024 Q4	$1.89M	Sell	18,157 -368	-2%	-$40.3K	0.02%	369
2024 Q3	$1.83M	Buy	18,525 +1,890	+11%	+$185K	0.02%	374
2024 Q2	$1.71M	Sell	16,635 -19	-0.1%	-$2.09K	0.02%	306
2024 Q1	$2.06M	Buy	16,654 +930	+6%	+$99.9K	0.02%	259
2023 Q4	$1.54M	Buy	15,724 +7,433	+90%	+$668K	0.02%	299
2023 Q3	$705K	Sell	8,291 -6,814	-45%	-$579K	0.01%	396
2023 Q2	$686K	Sell	15,105 -39	-0.3%	-$2.88K	0.01%	401
2023 Q1	$612K	Buy	15,144 +9,895	+189%	+$708K	0.01%	378
2022 Q4	$346K	Buy	+5,249	New	+$343K	0.01%	439
2022 Q3	–	Sell	-5,969	Closed	-$328K	–	541
2022 Q2	$328K	Sell	5,969 -58	-1%	-$3.27K	0.01%	461
2022 Q1	$354K	Buy	6,027 +45	+0.8%	+$2.75K	0.01%	457
2021 Q4	$352K	Buy	5,982 +1,540	+35%	+$89K	0.01%	434
2021 Q3	$234K	Sell	4,442 -45	-1%	-$2.5K	0.01%	483
2021 Q2	$267K	Buy	4,487 +48	+1%	+$2.94K	0.01%	464
2021 Q1	$275K	Sell	4,439 -3	-0.1%	-$187	0.01%	417
2020 Q4	$255K	Buy	+4,442	New	+$261K	0.01%	372

Other funds holding PCAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return