GRP
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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
2026
Q2 		$53.2K Buy
+297
New +$49.6K ﹤0.01% 2481
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's PAG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Penske Automotive Group (PAG) in Q2 2026: 297 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #2481 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PAG as recently as Q4 2025.

Global Retirement Partners first reported a position in PAG in Q1 2022 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Global Retirement Partners held 297 shares of Penske Automotive Group worth $53.2K as of Q2 2026.
  • Penske Automotive Group was a new Global Retirement Partners position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2481 holding.
  • Global Retirement Partners first reported a position in Penske Automotive Group in Q1 2022 and has held it in 16 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.