EWA
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EverSource Wealth Advisors’s PACCAR PCAR Stock Holding History

EverSource 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 		$412K Buy
3,568
+439
+14% +$53.1K 0.01% 688
2025
Q4 		$343K Sell
3,129
-461
-13% -$47.2K 0.01% 701
2025
Q3 		$353K Sell
3,590
-187
-5% -$18.4K 0.01% 646
2025
Q2 		$359K Buy
3,777
+2,177
+136% +$201K 0.02% 583
2025
Q1 		$156K Buy
1,600
+750
+88% +$79.1K 0.01% 756
2024
Q4 		$88.4K Buy
850
+107
+14% +$11.7K 0.01% 945
2024
Q3 		$73.3K Buy
743
+15
+2% +$1.47K ﹤0.01% 908
2024
Q2 		$71.8K Buy
728
+109
+18% +$12K ﹤0.01% 930
2024
Q1 		$65.6K Buy
619
+39
+7% +$4.19K 0.01% 871
2023
Q4 		$56.6K Sell
580
-6
-1% -$539 0.01% 850
2023
Q3 		$49.8K Buy
586
+38
+7% +$3.23K 0.01% 808
2023
Q2 		$45.8K Buy
548
+1
+0.2% +$74 0.01% 873
2023
Q1 		$40K Sell
547
-83
-13% -$5.94K 0.01% 867
2022
Q4 		$41.6K Buy
630
+129
+26% +$8.43K 0.01% 828
2022
Q3 		$28K Buy
501
+25
+5% +$1.45K 0.01% 795
2022
Q2 		$26K Buy
476
+6
+1% +$338 0.01% 766
2022
Q1 		$27K Buy
470
+98
+26% +$5.98K 0.01% 604
2021
Q4 		$22K Buy
+372
New +$21.5K 0.01% 643

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

EverSource Wealth Advisors's PCAR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its PACCAR (PCAR) stake by 14% in Q1 2026, buying an estimated $53.1K and bringing the position to 3,568 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #688.

EverSource Wealth Advisors first reported a position in PCAR in Q4 2021 and has held it in 18 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • EverSource Wealth Advisors held 3,568 shares of PACCAR worth $412K as of Q1 2026.
  • EverSource Wealth Advisors bought 439 PACCAR shares in Q1 2026, an estimated $53.1K.
  • PACCAR made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #688 holding.
  • EverSource Wealth Advisors first reported a position in PACCAR in Q4 2021 and has held it in 18 quarters since.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

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