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Impact Partnership Wealth’s Penske Automotive Group PAG Stock Holding History

Impact Partnership Wealth’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
Q2 		$398K Buy
+2,223
New +$372K 0.04% 295
2026
Q1 		– Sell
-1,526
Closed -$242K – 424
2025
Q4 		$242K Buy
+1,526
New +$251K 0.03% 310

Other funds holding PAG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Impact Partnership Wealth's PAG Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Penske Automotive Group (PAG) in Q2 2026: 2,223 shares worth $398K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in PAG as recently as Q4 2025.

Impact Partnership Wealth first reported a position in PAG in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Impact Partnership Wealth held 2,223 shares of Penske Automotive Group worth $398K as of Q2 2026.
  • Penske Automotive Group was a new Impact Partnership Wealth position in Q2 2026.
  • Penske Automotive Group made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #295 holding.
  • Impact Partnership Wealth first reported a position in Penske Automotive Group in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.