Integrated Wealth Concepts’s PACCAR PCAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$747K Buy
6,471
+3,274
+102% +$396K 0.01% 1284
2025
Q4
$350K Sell
3,197
-1,012
-24% -$104K ﹤0.01% 1257
2025
Q3
$414K Sell
4,209
-1,630
-28% -$161K ﹤0.01% 1451
2025
Q2
$555K Buy
5,839
+1,891
+48% +$175K 0.01% 1216
2025
Q1
$384K Sell
3,948
-132
-3% -$13.9K ﹤0.01% 1273
2024
Q4
$424K Sell
4,080
-731
-15% -$80K ﹤0.01% 1201
2024
Q3
$475K Buy
4,811
+11
+0.2% +$1.08K 0.01% 1107
2024
Q2
$494K Buy
4,800
+28
+0.6% +$3.09K 0.01% 1059
2024
Q1
$591K Buy
4,772
+334
+8% +$35.9K 0.01% 975
2023
Q4
$433K Sell
4,438
-485
-10% -$43.6K 0.01% 1062
2023
Q3
$419K Buy
4,923
+67
+1% +$5.7K 0.01% 1057
2023
Q2
$406K Buy
4,856
+1,181
+32% +$87.4K 0.01% 1087
2023
Q1
$269K Buy
+3,675
New +$263K 0.01% 1103

Other funds holding PCAR

Integrated Wealth Concepts's PCAR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its PACCAR (PCAR) stake by 102% in Q1 2026, buying an estimated $396K and bringing the position to 6,471 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #1284.

Integrated Wealth Concepts first reported a position in PCAR in Q1 2023 and has held it in 13 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Integrated Wealth Concepts held 6,471 shares of PACCAR worth $747K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,274 PACCAR shares in Q1 2026, an estimated $396K.
  • PACCAR made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1284 holding.
  • Integrated Wealth Concepts first reported a position in PACCAR in Q1 2023 and has held it in 13 quarters since.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.