EWA
PAG icon

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

EverSource 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 		$36.9K Sell
206
-111
-35% -$18.6K ﹤0.01% 1983
2026
Q1 		$47.4K Sell
317
-489
-61% -$77.4K ﹤0.01% 1927
2025
Q4 		$128K Sell
806
-134
-14% -$22K ﹤0.01% 1185
2025
Q3 		$163K Buy
940
+60
+7% +$10.7K 0.01% 1007
2025
Q2 		$151K Buy
880
+735
+507% +$118K 0.01% 994
2025
Q1 		$20.9K Buy
145
+27
+23% +$4.33K ﹤0.01% 1667
2024
Q4 		$18K Buy
118
+94
+392% +$14.9K ﹤0.01% 1688
2024
Q3 		$3.9K Hold
24
– – ﹤0.01% 2330
2024
Q2 		$4.18K Buy
24
+9
+60% +$1.37K ﹤0.01% 2281
2024
Q1 		$2.29K Sell
15
-1
-6% -$153 ﹤0.01% 2332
2023
Q4 		$2.57K Buy
16
+5
+45% +$766 ﹤0.01% 2101
2023
Q3 		$1.84K Hold
11
– – ﹤0.01% 2030
2023
Q2 		$1.83K Sell
11
-2
-15% -$290 ﹤0.01% 2051
2023
Q1 		$1.84K Buy
13
+4
+44% +$532 ﹤0.01% 1956
2022
Q4 		$1.03K Sell
9
-196
-96% -$22.4K ﹤0.01% 2079
2022
Q3 		$20K Buy
+205
New +$22.9K ﹤0.01% 909

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Penske Automotive Group (PAG) stake by 35% in Q2 2026, selling an estimated $18.6K and leaving 206 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

EverSource Wealth Advisors first reported a position in PAG in Q3 2022 and has held it in 16 quarters since. The position peaked at $163K in Q3 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • EverSource Wealth Advisors held 206 shares of Penske Automotive Group worth $36.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 111 Penske Automotive Group shares in Q2 2026, an estimated $18.6K.
  • Penske Automotive Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1983 holding.
  • EverSource Wealth Advisors first reported a position in Penske Automotive Group in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Penske Automotive Group position peaked at $163K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.