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Insight Wealth Strategies’s PACCAR PCAR Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-44,566
Closed -$4.38M – 182
2025
Q3 		$4.38M Buy
44,566
+416
+0.9% +$41K 0.52% 65
2025
Q2 		$4.34M Buy
44,150
+4,612
+12% +$426K 0.55% 56
2025
Q1 		$3.85M Buy
39,538
+497
+1% +$52.4K 0.52% 59
2024
Q4 		$4.06M Buy
39,041
+6,936
+22% +$759K 0.54% 56
2024
Q3 		$3.17M Buy
32,105
+13,571
+73% +$1.33M 0.42% 65
2024
Q2 		$1.91M Buy
18,534
+1,263
+7% +$139K 0.27% 96
2024
Q1 		$2.14M Buy
+17,271
New +$1.86M 0.31% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies's PCAR Position: Q4 2025 in Review

Insight Wealth Strategies sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 44,566 shares — an estimated $4.38M sold.

Insight Wealth Strategies first reported a position in PCAR in Q1 2024 and held it in 7 quarters. The position peaked at $4.38M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

  • Insight Wealth Strategies reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 44,566 PACCAR shares in Q4 2025, an estimated $4.38M.
  • Insight Wealth Strategies first reported a position in PACCAR in Q1 2024 and held it in 7 quarters.
  • Insight Wealth Strategies's PACCAR position peaked at $4.38M in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.