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Everstar Asset Management’s Penske Automotive Group PAG Stock Holding History

Everstar Asset Management’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 		$1.11M Buy
6,192
+309
+5% +$51.7K 0.53% 63
2026
Q1 		$880K Buy
5,883
+231
+4% +$36.6K 0.47% 75
2025
Q4 		$895K Buy
5,652
+669
+13% +$110K 0.48% 72
2025
Q3 		$867K Buy
4,983
+763
+18% +$136K 0.49% 67
2025
Q2 		$725K Buy
+4,220
New +$677K 0.44% 72

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everstar Asset Management's PAG Position: Q2 2026 in Review

Everstar Asset Management increased its Penske Automotive Group (PAG) stake by 5.3% in Q2 2026, buying an estimated $51.7K and bringing the position to 6,192 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #63.

Everstar Asset Management first reported a position in PAG in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Everstar Asset Management held 6,192 shares of Penske Automotive Group worth $1.11M as of Q2 2026.
  • Everstar Asset Management bought 309 Penske Automotive Group shares in Q2 2026, an estimated $51.7K.
  • Penske Automotive Group made up 0.53% of Everstar Asset Management's portfolio in Q2 2026, its #63 holding.
  • Everstar Asset Management first reported a position in Penske Automotive Group in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.