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GHP Investment Advisors’s Penske Automotive Group PAG Stock Holding History

GHP Investment Advisors’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
Q2 		$49.4K Hold
276
– – ﹤0.01% 565
2026
Q1 		$41.3K Hold
276
– – ﹤0.01% 571
2025
Q4 		$43.7K Hold
276
– – ﹤0.01% 541
2025
Q3 		$48K Hold
276
– – ﹤0.01% 522
2025
Q2 		$47.4K Hold
276
– – ﹤0.01% 518
2025
Q1 		$39.7K Hold
276
– – ﹤0.01% 527
2024
Q4 		$42.1K Hold
276
– – ﹤0.01% 514
2024
Q3 		$44.8K Hold
276
– – ﹤0.01% 523
2024
Q2 		$41.1K Hold
276
– – ﹤0.01% 518
2024
Q1 		$44.7K Hold
276
– – ﹤0.01% 509
2023
Q4 		$44.3K Hold
276
– – ﹤0.01% 500
2023
Q3 		$40.5K Hold
276
– – ﹤0.01% 519
2023
Q2 		$47.9K Hold
276
– – ﹤0.01% 489
2023
Q1 		$39.1K Hold
276
– – ﹤0.01% 517
2022
Q4 		$31.7K Hold
276
– – ﹤0.01% 538
2022
Q3 		$27K Sell
276
-212
-43% -$23.6K ﹤0.01% 543
2022
Q2 		$51K Sell
488
-88
-15% -$9.44K ﹤0.01% 479
2022
Q1 		$54K Buy
+576
New +$58.3K ﹤0.01% 487

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GHP Investment Advisors's PAG Position: Q2 2026 in Review

GHP Investment Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 276 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

GHP Investment Advisors first reported a position in PAG in Q1 2022 and has held it in 18 quarters since. The position peaked at $54K in Q1 2022. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • GHP Investment Advisors held 276 shares of Penske Automotive Group worth $49.4K as of Q2 2026.
  • GHP Investment Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #565 holding.
  • GHP Investment Advisors first reported a position in Penske Automotive Group in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Penske Automotive Group position peaked at $54K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.