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

Hemington 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
2025
Q3 		$54K Buy
314
+8
+3% +$1.43K 0.01% 339
2025
Q2 		$52K Buy
306
+5
+2% +$802 0.01% 336
2025
Q1 		$43K Buy
301
+18
+6% +$2.88K 0.01% 354
2024
Q4 		$43K Buy
283
+21
+8% +$3.33K 0.01% 340
2024
Q3 		$39K Buy
+262
New +$41.8K 0.01% 346

Other funds holding PAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Hemington Wealth Management's PAG Position: Q3 2025 in Review

Hemington Wealth Management increased its Penske Automotive Group (PAG) stake by 2.6% in Q3 2025, buying an estimated $1.43K and bringing the position to 314 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #339.

Hemington Wealth Management first reported a position in PAG in Q3 2024 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold PAG as of Q3 2025.

  • Hemington Wealth Management held 314 shares of Penske Automotive Group worth $54K as of Q3 2025.
  • Hemington Wealth Management bought 8 Penske Automotive Group shares in Q3 2025, an estimated $1.43K.
  • Penske Automotive Group made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #339 holding.
  • Hemington Wealth Management first reported a position in Penske Automotive Group in Q3 2024 and has held it in 5 quarters since.
  • 386 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.