Global Retirement Partners’s Penske Automotive Group PAG Stock Holding History

Global Retirement Partners’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
2025 Q4	$50.9K	Buy	321 +209	+187%	+$34.4K	﹤0.01%	2343
2025 Q3	$19.4K	Sell	112 -6	-5%	-$1.07K	﹤0.01%	2414
2025 Q2	$20.3K	Buy	+118	New	+$18.9K	﹤0.01%	2284
2024 Q4	$18.4K	Buy	121 +13	+12%	+$2.06K	﹤0.01%	2129
2024 Q3	$17.6K	Sell	108 -15	-12%	-$2.39K	﹤0.01%	2048
2024 Q2	$18.3K	Buy	123 +15	+14%	+$2.28K	﹤0.01%	2036
2024 Q1	$17.5K	Buy	108 +1	+0.9%	+$153	﹤0.01%	1871
2023 Q4	$16.1K	Buy	107 +1	+0.9%	+$153	﹤0.01%	1870
2023 Q3	$16.8K	Buy	106 +1	+1%	+$167	﹤0.01%	1720
2023 Q2	$17.5K	Hold	105	–	–	﹤0.01%	1727
2023 Q1	$14.3K	Buy	105 +1	+1%	+$133	﹤0.01%	1781
2022 Q4	$12K	Hold	104	–	–	﹤0.01%	1708
2022 Q3	$12K	Buy	104 +1	+1%	+$112	﹤0.01%	1614
2022 Q2	$11K	Hold	103	–	–	﹤0.01%	1597
2022 Q1	$11K	Buy	+103	New	+$10.4K	﹤0.01%	1592

Other funds holding PAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's PAG Position: Q4 2025 in Review

Global Retirement Partners increased its Penske Automotive Group (PAG) stake by 187% in Q4 2025, buying an estimated $34.4K and bringing the position to 321 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Global Retirement Partners first reported a position in PAG in Q1 2022 and has held it in 15 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

Global Retirement Partners held 321 shares of Penske Automotive Group worth $50.9K as of Q4 2025.
Global Retirement Partners bought 209 Penske Automotive Group shares in Q4 2025, an estimated $34.4K.
Penske Automotive Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2343 holding.
Global Retirement Partners first reported a position in Penske Automotive Group in Q1 2022 and has held it in 15 quarters since.
395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.