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Financial Advocates Investment Management’s PACCAR PCAR Stock Holding History

Financial Advocates Investment Management’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
2025
Q1 		– Sell
-10,172
Closed -$1.06M – 775
2024
Q4 		$1.06M Buy
10,172
+7
+0.1% +$766 0.06% 291
2024
Q3 		$1M Sell
10,165
-4
-0% -$391 0.06% 307
2024
Q2 		$1.05M Sell
10,169
-338
-3% -$37.3K 0.06% 283
2024
Q1 		$1.3M Sell
10,507
-97
-0.9% -$10.4K 0.08% 256
2023
Q4 		$1.04M Sell
10,604
-175
-2% -$15.7K 0.07% 278
2023
Q3 		$916K Buy
10,779
+74
+0.7% +$6.29K 0.07% 285
2023
Q2 		$895K Sell
10,705
-2,265
-17% -$168K 0.06% 287
2023
Q1 		$949K Buy
12,970
+65
+0.5% +$4.65K 0.07% 302
2022
Q4 		$851K Sell
12,905
-186
-1% -$12.2K 0.06% 324
2022
Q3 		$738K Sell
13,091
-700
-5% -$40.7K 0.06% 317
2022
Q2 		$757K Sell
13,791
-3,699
-21% -$208K 0.06% 312
2022
Q1 		$1.03M Buy
17,490
+5,088
+41% +$310K 0.07% 293
2021
Q4 		$731K Sell
12,402
-4,836
-28% -$280K 0.05% 399
2021
Q3 		$907K Sell
17,238
-194
-1% -$10.8K 0.06% 331
2021
Q2 		$1.04M Buy
17,432
+158
+0.9% +$9.69K 0.07% 312
2021
Q1 		$1.07M Sell
17,274
-878
-5% -$54.9K 0.08% 303
2020
Q4 		$1.04M Buy
18,152
+8,864
+95% +$521K 0.07% 294
2020
Q3 		$528K Buy
9,288
+402
+5% +$22.5K 0.05% 370
2020
Q2 		$443K Buy
8,886
+1,750
+25% +$81.8K 0.04% 382
2020
Q1 		$291K Sell
7,136
-976
-12% -$45.9K 0.04% 362
2019
Q4 		$428K Hold
8,112
– – 0.05% 342
2019
Q3 		$379K Sell
8,112
-8
-0.1% -$365 0.04% 338
2019
Q2 		$388K Sell
8,120
-1,356
-14% -$63K 0.05% 332
2019
Q1 		$430K Sell
9,476
-144
-1% -$6.26K 0.05% 301
2018
Q4 		$366K Sell
9,620
-762
-7% -$30.4K 0.05% 299
2018
Q3 		$472K Buy
10,382
+1,283
+14% +$56.6K 0.05% 294
2018
Q2 		$370K Buy
9,099
+40
+0.4% +$1.73K 0.04% 327
2018
Q1 		$400K Buy
9,059
+1,917
+27% +$90.7K 0.05% 299
2017
Q4 		$338K Buy
+7,142
New +$338K 0.05% 332

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's PCAR Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 10,172 shares — an estimated $1.06M sold.

Financial Advocates Investment Management first reported a position in PCAR in Q4 2017 and held it in 29 quarters. The position peaked at $1.3M in Q1 2024. 1,000 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,172 PACCAR shares in Q1 2025, an estimated $1.06M.
  • Financial Advocates Investment Management first reported a position in PACCAR in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's PACCAR position peaked at $1.3M in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.