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HWM
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
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
DAM
Diamant Asset Management
Ridgefield, Connecticut
$137B AUM
18.02%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
$245B AUM
31.4%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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