IAA
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Independent Advisor Alliance’s PACCAR PCAR Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$625K Buy
5,413
+170
+3% +$20.6K 0.01% 1027
2025
Q4 		$574K Buy
5,243
+38
+0.7% +$3.89K 0.01% 608
2025
Q3 		$512K Buy
5,205
+769
+17% +$75.8K 0.01% 615
2025
Q2 		$422K Sell
4,436
-147
-3% -$13.6K 0.01% 637
2025
Q1 		$446K Sell
4,583
-2,003
-30% -$211K 0.01% 554
2024
Q4 		$685K Buy
6,586
+1,425
+28% +$156K 0.01% 843
2024
Q3 		$509K Sell
5,161
-40,457
-89% -$3.96M 0.02% 455
2024
Q2 		$4.7M Sell
45,618
-132
-0.3% -$14.6K 0.16% 109
2024
Q1 		$5.67M Sell
45,750
-128
-0.3% -$13.8K 0.2% 91
2023
Q4 		$4.48M Buy
45,878
+51
+0.1% +$4.58K 0.16% 109
2023
Q3 		$3.9M Buy
45,827
+39,900
+673% +$3.39M 0.18% 106
2023
Q2 		$496K Buy
5,927
+1
+0% +$74 0.02% 428
2023
Q1 		$434K Buy
+5,926
New +$424K 0.02% 449
2022
Q4 		– Sell
-6,494
Closed -$362K – 571
2022
Q3 		$362K Buy
6,494
+2
+0% +$116 0.02% 444
2022
Q2 		$356K Buy
+6,492
New +$366K 0.02% 452
2018
Q3 		– Sell
-7,259
Closed -$291K – 404
2018
Q2 		$291K Buy
+7,259
New +$314K 0.06% 249

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independent Advisor Alliance's PCAR Position: Q1 2026 in Review

Independent Advisor Alliance increased its PACCAR (PCAR) stake by 3.2% in Q1 2026, buying an estimated $20.6K and bringing the position to 5,413 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1027.

Independent Advisor Alliance first reported a position in PCAR in Q2 2018 and has held it in 16 quarters since. The position peaked at $5.67M in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Independent Advisor Alliance held 5,413 shares of PACCAR worth $625K as of Q1 2026.
  • Independent Advisor Alliance bought 170 PACCAR shares in Q1 2026, an estimated $20.6K.
  • PACCAR made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1027 holding.
  • Independent Advisor Alliance first reported a position in PACCAR in Q2 2018 and has held it in 16 quarters since.
  • Independent Advisor Alliance's PACCAR position peaked at $5.67M in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.