FAG
PCAR icon

Fortitude Advisory Group’s PACCAR PCAR Stock Holding History

Fortitude Advisory Group’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 		$3.59M Sell
31,042
-245
-0.8% -$29.6K 1.61% 9
2025
Q4 		$3.43M Buy
31,287
+211
+0.7% +$21.6K 1.45% 11
2025
Q3 		$3.06M Sell
31,076
-465
-1% -$45.9K 1.64% 11
2025
Q2 		$3M Sell
31,541
-159
-0.5% -$14.7K 1.71% 10
2025
Q1 		$2.75M Buy
31,700
+244
+0.8% +$25.7K 1.98% 8
2024
Q4 		$3.27M Buy
31,456
+242
+0.8% +$26.5K 1.97% 8
2024
Q3 		$3.08M Hold
31,214
– – 1.94% 7
2024
Q2 		$3.21M Sell
31,214
-629
-2% -$69.3K 1.92% 7
2024
Q1 		$3.95M Sell
31,843
-785
-2% -$84.3K 2.23% 7
2023
Q4 		$3.19M Buy
32,628
+220
+0.7% +$19.8K 1.93% 8
2023
Q3 		$2.76M Sell
32,408
-264
-0.8% -$22.5K 1.86% 7
2023
Q2 		$2.73M Sell
32,672
-978
-3% -$72.3K 2.01% 6
2023
Q1 		$2.46M Buy
33,650
+2,298
+7% +$164K 1.91% 6
2022
Q4 		$2.07M Sell
31,352
-514
-2% -$33.6K 1.76% 6
2022
Q3 		$1.78M Sell
31,866
-1,344
-4% -$78.1K 1.69% 6
2022
Q2 		$1.82M Sell
33,210
-17
-0.1% -$957 1.67% 6
2022
Q1 		$1.95M Sell
33,227
-478
-1% -$29.2K 1.04% 8
2021
Q4 		$1.98M Buy
+33,705
New +$1.95M 1% 9

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

Fortitude Advisory Group's PCAR Position: Q1 2026 in Review

Fortitude Advisory Group reduced its PACCAR (PCAR) stake by 0.78% in Q1 2026, selling an estimated $29.6K and leaving 31,042 shares worth $3.59M. The position accounts for 1.61% of the portfolio, ranked #9.

Fortitude Advisory Group first reported a position in PCAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.95M in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Fortitude Advisory Group held 31,042 shares of PACCAR worth $3.59M as of Q1 2026.
  • Fortitude Advisory Group sold 245 PACCAR shares in Q1 2026, an estimated $29.6K.
  • PACCAR made up 1.61% of Fortitude Advisory Group's portfolio in Q1 2026, its #9 holding.
  • Fortitude Advisory Group first reported a position in PACCAR in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's PACCAR position peaked at $3.95M in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.