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Integrated Wealth Concepts’s PACCAR PCAR Stock Holding History

Integrated Wealth Concepts’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
Q2 		$780K Buy
6,490
+19
+0.3% +$2.24K 0.01% 1377
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Integrated Wealth Concepts increased its PACCAR (PCAR) stake by 0.29% in Q2 2026, buying an estimated $2.24K and bringing the position to 6,490 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1377.

Integrated Wealth Concepts first reported a position in PCAR in Q1 2023 and has held it in 14 quarters since. 1,097 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Integrated Wealth Concepts held 6,490 shares of PACCAR worth $780K as of Q2 2026.
  • Integrated Wealth Concepts bought 19 PACCAR shares in Q2 2026, an estimated $2.24K.
  • PACCAR made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1377 holding.
  • Integrated Wealth Concepts first reported a position in PACCAR in Q1 2023 and has held it in 14 quarters since.
  • 1,097 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

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