Insight Wealth Partners’s PACCAR PCAR Stock Holding History

Insight Wealth Partners’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	$874K	Sell	7,564 -235	-3%	-$28.4K	0.12%	64
2025 Q4	$854K	Buy	7,799 +12	+0.2%	+$1.23K	0.12%	61
2025 Q3	$766K	Buy	7,787 +11	+0.1%	+$1.08K	0.23%	64
2025 Q2	$739K	Buy	7,776 +76	+1%	+$7.02K	0.29%	54
2025 Q1	$750K	Hold	7,700	–	–	0.12%	56
2024 Q4	$801K	Hold	7,700	–	–	0.11%	49
2024 Q3	$760K	Buy	7,700 +104	+1%	+$10.2K	0.15%	53
2024 Q2	$782K	Buy	7,596 +10	+0.1%	+$1.1K	0.14%	44
2024 Q1	$940K	Buy	7,586 +11	+0.1%	+$1.18K	0.16%	35
2023 Q4	$740K	Buy	7,575 +12	+0.2%	+$1.08K	0.13%	43
2023 Q3	$643K	Sell	7,563 -38	-0.5%	-$3.23K	0.12%	46
2023 Q2	$636K	Buy	7,601 +31	+0.4%	+$2.29K	0.15%	45
2023 Q1	$554K	Buy	7,570 +10	+0.1%	+$716	0.12%	38
2022 Q4	$499K	Hold	7,560	–	–	0.37%	34
2022 Q3	$422K	Hold	7,560	–	–	0.4%	37
2022 Q2	$415K	Hold	7,560	–	–	0.31%	41
2022 Q1	$444K	Hold	7,560	–	–	0.25%	44
2021 Q4	$445K	Hold	7,560	–	–	0.08%	52
2021 Q3	$398K	Hold	7,560	–	–	0.21%	43
2021 Q2	$450K	Sell	7,560 -60	-0.8%	-$3.68K	0.24%	39
2021 Q1	$472K	Hold	7,620	–	–	0.23%	36
2020 Q4	$438K	Sell	7,620 -2,888	-27%	-$170K	0.27%	36
2020 Q3	$597K	Hold	10,508	–	–	0.57%	32
2020 Q2	$524K	Hold	10,508	–	–	0.54%	27
2020 Q1	$428K	Hold	10,508	–	–	0.56%	28
2019 Q4	$554K	Buy	+10,508	New	+$540K	0.55%	29

Other funds holding PCAR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insight Wealth Partners's PCAR Position: Q1 2026 in Review

Insight Wealth Partners reduced its PACCAR (PCAR) stake by 3% in Q1 2026, selling an estimated $28.4K and leaving 7,564 shares worth $874K. The position accounts for 0.12% of the portfolio, ranked #64.

Insight Wealth Partners first reported a position in PCAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $940K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Insight Wealth Partners held 7,564 shares of PACCAR worth $874K as of Q1 2026.
Insight Wealth Partners sold 235 PACCAR shares in Q1 2026, an estimated $28.4K.
PACCAR made up 0.12% of Insight Wealth Partners's portfolio in Q1 2026, its #64 holding.
Insight Wealth Partners first reported a position in PACCAR in Q4 2019 and has held it in 26 quarters since.
Insight Wealth Partners's PACCAR position peaked at $940K in Q1 2024.
1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.