Focus Partners Wealth
PAG icon

Focus Partners Wealth’s Penske Automotive Group PAG Stock Holding History

Focus Partners Wealth’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
Q1 		$882K Sell
5,901
-3,622
-38% -$574K ﹤0.01% 1678
2025
Q4 		$1.51M Buy
9,523
+1,163
+14% +$191K ﹤0.01% 1451
2025
Q3 		$1.45M Sell
8,360
-81
-1% -$14.4K ﹤0.01% 1136
2025
Q2 		$1.45M Buy
8,441
+983
+13% +$158K ﹤0.01% 999
2025
Q1 		$1.07M Sell
7,458
-127
-2% -$20.3K ﹤0.01% 1040
2024
Q4 		$1.16M Sell
7,585
-306
-4% -$48.5K ﹤0.01% 1009
2024
Q3 		$1.28M Buy
7,891
+1,583
+25% +$252K ﹤0.01% 884
2024
Q2 		$940K Sell
6,308
-1,589
-20% -$242K ﹤0.01% 806
2024
Q1 		$1.28M Buy
7,897
+1,534
+24% +$234K 0.01% 563
2023
Q4 		$1.02M Buy
+6,363
New +$975K 0.01% 448

Other funds holding PAG

DAM
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BlackRock
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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return