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GeoWealth Management’s PACCAR PCAR Stock Holding History

GeoWealth 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
Q3 		– Sell
-1,112
Closed -$106K – 1086
2025
Q2 		$106K Sell
1,112
-800
-42% -$73.9K ﹤0.01% 799
2025
Q1 		$186K Sell
1,912
-1,704
-47% -$180K 0.01% 676
2024
Q4 		$376K Sell
3,616
-4
-0.1% -$438 0.01% 555
2024
Q3 		$357K Sell
3,620
-198
-5% -$19.4K 0.01% 556
2024
Q2 		$393K Sell
3,818
-9,565
-71% -$1.05M 0.02% 499
2024
Q1 		$1.66M Sell
13,383
-479
-3% -$51.5K 0.06% 205
2023
Q4 		$1.35M Buy
13,862
+13,072
+1,655% +$1.17M 0.11% 179
2023
Q3 		$67K Sell
790
-31
-4% -$2.64K 0.01% 371
2023
Q2 		$68K Sell
821
-26
-3% -$1.92K 0.01% 313
2023
Q1 		$62K Buy
+847
New +$60.6K 0.01% 281

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return