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
Q2 		$286K Sell
2,379
-1,189
-33% -$140K 0.01% 825
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 $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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its PACCAR (PCAR) stake by 33% in Q2 2026, selling an estimated $140K and leaving 2,379 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #825.

EverSource Wealth Advisors first reported a position in PCAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $412K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • EverSource Wealth Advisors held 2,379 shares of PACCAR worth $286K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,189 PACCAR shares in Q2 2026, an estimated $140K.
  • PACCAR made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #825 holding.
  • EverSource Wealth Advisors first reported a position in PACCAR in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PACCAR position peaked at $412K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

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