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Heritage Wealth Management (Ohio)’s PACCAR PCAR Stock Holding History

Heritage Wealth Management (Ohio)’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
Q2 		– Sell
-3,380
Closed -$329K – 242
2025
Q1 		$329K Hold
3,380
– – 0.11% 173
2024
Q4 		$352K Hold
3,380
– – 0.12% 168
2024
Q3 		$334K Sell
3,380
-55
-2% -$5.38K 0.11% 171
2024
Q2 		$344K Buy
+3,435
New +$379K 0.12% 168

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PCAR Position: Q2 2025 in Review

Heritage Wealth Management (Ohio) sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 3,380 shares — an estimated $329K sold.

Heritage Wealth Management (Ohio) first reported a position in PCAR in Q2 2024 and held it in 4 quarters. The position peaked at $352K in Q4 2024. 967 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Heritage Wealth Management (Ohio) reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,380 PACCAR shares in Q2 2025, an estimated $329K.
  • Heritage Wealth Management (Ohio) first reported a position in PACCAR in Q2 2024 and held it in 4 quarters.
  • Heritage Wealth Management (Ohio)'s PACCAR position peaked at $352K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2025, filed 14 Aug 2025.