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Heritage Wealth Advisors’s PACCAR PCAR Stock Holding History

Heritage 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
Q1 		– Sell
-20
Closed -$2.08K – 629
2024
Q4 		$2.08K Buy
20
+4
+25% +$438 ﹤0.01% 553
2024
Q3 		$1.58K Buy
+16
New +$1.56K ﹤0.01% 556
2021
Q2 		– Sell
-1,931
Closed -$120K – 584
2021
Q1 		$120K Hold
1,931
– – 0.01% 247
2020
Q4 		$111K Buy
+1,931
New +$113K 0.01% 252

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Advisors's PCAR Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 20 shares — an estimated $2.08K sold.

Heritage Wealth Advisors first reported a position in PCAR in Q4 2020 and held it in 4 quarters. The position peaked at $120K in Q1 2021. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 20 PACCAR shares in Q1 2025, an estimated $2.08K.
  • Heritage Wealth Advisors first reported a position in PACCAR in Q4 2020 and held it in 4 quarters.
  • Heritage Wealth Advisors's PACCAR position peaked at $120K in Q1 2021.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.