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HB Wealth Management’s Penske Automotive Group PAG Stock Holding History

HB Wealth Management’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 		$1.47M Buy
8,207
+793
+11% +$133K 0.01% 578
2026
Q1 		$1.11M Sell
7,414
-1,056
-12% -$167K 0.01% 621
2025
Q4 		$1.34M Sell
8,470
-666
-7% -$110K 0.01% 531
2025
Q3 		$1.59M Sell
9,136
-1,084
-11% -$193K 0.01% 477
2025
Q2 		$1.76M Sell
10,220
-154
-1% -$24.7K 0.01% 408
2025
Q1 		$1.49M Sell
10,374
-13
-0.1% -$2.08K 0.01% 444
2024
Q4 		$1.58M Sell
10,387
-261
-2% -$41.4K 0.02% 324
2024
Q3 		$1.73M Sell
10,648
-250
-2% -$39.9K 0.02% 299
2024
Q2 		$1.62M Buy
10,898
+11
+0.1% +$1.67K 0.02% 293
2024
Q1 		$1.76M Sell
10,887
-2,400
-18% -$366K 0.02% 269
2023
Q4 		$2.13M Buy
13,287
+24
+0.2% +$3.68K 0.03% 218
2023
Q3 		$2.22M Buy
13,263
+8,411
+173% +$1.41M 0.04% 195
2023
Q2 		$808K Sell
4,852
-195
-4% -$28.3K 0.01% 325
2023
Q1 		$716K Sell
5,047
-509
-9% -$67.8K 0.01% 339
2022
Q4 		$639K Sell
5,556
-16
-0.3% -$1.82K 0.01% 348
2022
Q3 		$548K Sell
5,572
-116
-2% -$12.9K 0.01% 327
2022
Q2 		$595K Buy
5,688
+68
+1% +$7.29K 0.01% 315
2022
Q1 		$527K Buy
5,620
+1,800
+47% +$182K 0.01% 342
2021
Q4 		$410K Buy
+3,820
New +$400K 0.01% 339

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

HB Wealth Management's PAG Position: Q2 2026 in Review

HB Wealth Management increased its Penske Automotive Group (PAG) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 8,207 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #578.

HB Wealth Management first reported a position in PAG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q3 2023. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • HB Wealth Management held 8,207 shares of Penske Automotive Group worth $1.47M as of Q2 2026.
  • HB Wealth Management bought 793 Penske Automotive Group shares in Q2 2026, an estimated $133K.
  • Penske Automotive Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #578 holding.
  • HB Wealth Management first reported a position in Penske Automotive Group in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Penske Automotive Group position peaked at $2.22M in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.