Fortitude Family Office’s Penske Automotive Group PAG Stock Holding History

Fortitude Family Office’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 Q3	$14K	Hold	70	–	–	﹤0.01%	1045
2026 Q2	$12.5K	Buy	70 +2	+3%	+$334	﹤0.01%	690
2026 Q1	$10.2K	Buy	68 +22	+48%	+$3.48K	﹤0.01%	653
2025 Q4	$7.28K	Sell	46 -1	-2%	-$164	﹤0.01%	688
2025 Q3	$8.17K	Buy	47 +2	+4%	+$357	﹤0.01%	636
2025 Q2	$7.73K	Buy	45 +11	+32%	+$1.76K	﹤0.01%	645
2025 Q1	$4.89K	Hold	34	–	–	﹤0.01%	734
2024 Q4	$5.18K	Hold	34	–	–	﹤0.01%	831
2024 Q3	$5.52K	Hold	34	–	–	﹤0.01%	758
2024 Q2	$5.07K	Sell	34 -7	-17%	-$1.06K	﹤0.01%	585
2024 Q1	$6.64K	Buy	41 +19	+86%	+$2.9K	﹤0.01%	496
2023 Q4	$3.53K	Buy	+22	New	+$3.37K	﹤0.01%	788

Other funds holding PAG

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's PAG Position: Q3 2026 in Review

Fortitude Family Office held its Penske Automotive Group (PAG) position steady in Q3 2026 at 70 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Fortitude Family Office first reported a position in PAG in Q4 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

Fortitude Family Office held 70 shares of Penske Automotive Group worth $14K as of Q3 2026.
Fortitude Family Office left its Penske Automotive Group share count unchanged in Q3 2026.
Penske Automotive Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1045 holding.
Fortitude Family Office first reported a position in Penske Automotive Group in Q4 2023 and has held it in 12 quarters since.
39 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.