EWA
PCAR icon

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
Q2 		– Sell
-15,718
Closed -$1.82M – 1840
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

EP Wealth Advisors sold out of PACCAR (PCAR) in Q2 2026, closing a stake of 15,718 shares — an estimated $1.82M sold.

EP Wealth Advisors first reported a position in PCAR in Q4 2020 and held it in 20 quarters. The position peaked at $2.06M in Q1 2024. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • EP Wealth Advisors reported no remaining PACCAR position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 15,718 PACCAR shares in Q2 2026, an estimated $1.82M.
  • EP Wealth Advisors first reported a position in PACCAR in Q4 2020 and held it in 20 quarters.
  • EP Wealth Advisors's PACCAR position peaked at $2.06M in Q1 2024.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

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