GoalVest Advisory’s PACCAR PCAR Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-4	Closed	-$389	–	491
2025 Q1	$389	Buy	+4	New	+$422	﹤0.01%	386
2022 Q2	–	Sell	-15	Closed	-$1K	–	478
2022 Q1	$1K	Buy	+15	New	+$915	﹤0.01%	353

Other funds holding PCAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GoalVest Advisory's PCAR Position: Q2 2025 in Review

GoalVest Advisory sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 4 shares — an estimated $389 sold.

GoalVest Advisory first reported a position in PCAR in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

GoalVest Advisory reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 4 PACCAR shares in Q2 2025, an estimated $389.
GoalVest Advisory first reported a position in PACCAR in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's PACCAR position peaked at $1K in Q1 2022.
968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.