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
Q3 		$3.35M Sell
30,487
-221
-0.7% -$27.7K 1.28% 13
2026
Q2 		$3.69M Sell
30,708
-334
-1% -$39.4K 1.41% 11
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

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fortitude Advisory Group's PCAR Position: Q3 2026 in Review

Fortitude Advisory Group reduced its PACCAR (PCAR) stake by 0.72% in Q3 2026, selling an estimated $27.7K and leaving 30,487 shares worth $3.35M. The position accounts for 1.28% of the portfolio, ranked #13.

Fortitude Advisory Group first reported a position in PCAR in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.95M in Q1 2024. 245 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Fortitude Advisory Group held 30,487 shares of PACCAR worth $3.35M as of Q3 2026.
  • Fortitude Advisory Group sold 221 PACCAR shares in Q3 2026, an estimated $27.7K.
  • PACCAR made up 1.28% of Fortitude Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Fortitude Advisory Group first reported a position in PACCAR in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's PACCAR position peaked at $3.95M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.