HWA
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Heartwood Wealth Advisors’s PACCAR PCAR Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-6
Closed -$590 – 487
2025
Q3 		$590 Buy
+6
New +$592 ﹤0.01% 588

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's PCAR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 6 shares — an estimated $590 sold.

Heartwood Wealth Advisors first reported a position in PCAR in Q3 2025 and held it in 1 quarter. The position peaked at $590 in Q3 2025. 1,050 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6 PACCAR shares in Q4 2025, an estimated $590.
  • Heartwood Wealth Advisors first reported a position in PACCAR in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's PACCAR position peaked at $590 in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.