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Integrated Wealth Concepts’s Penske Automotive Group PAG Stock Holding History

Integrated Wealth Concepts’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 		$946K Buy
5,284
+1,678
+47% +$280K 0.01% 1241
2026
Q1 		$539K Buy
+3,606
New +$571K ﹤0.01% 1492
2025
Q4 		– Sell
-1,534
Closed -$267K – 1929
2025
Q3 		$267K Buy
1,534
+96
+7% +$17.1K ﹤0.01% 1696
2025
Q2 		$247K Buy
+1,438
New +$231K ﹤0.01% 1657

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's PAG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Penske Automotive Group (PAG) stake by 47% in Q2 2026, buying an estimated $280K and bringing the position to 5,284 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #1241.

Integrated Wealth Concepts first reported a position in PAG in Q2 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Integrated Wealth Concepts held 5,284 shares of Penske Automotive Group worth $946K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,678 Penske Automotive Group shares in Q2 2026, an estimated $280K.
  • Penske Automotive Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1241 holding.
  • Integrated Wealth Concepts first reported a position in Penske Automotive Group in Q2 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.