Intellectus Partners’s PACCAR PCAR Stock Holding History

Intellectus 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	–	Sell	-10,808	Closed	-$1.2M	–	305
2025 Q4	$1.2M	Buy	10,808 +126	+1%	+$12.9K	0.23%	115
2025 Q3	$1.05M	Buy	10,682 +9	+0.1%	+$888	0.2%	125
2025 Q2	$1.01M	Buy	10,673 +109	+1%	+$10.1K	0.22%	122
2025 Q1	$1.03M	Sell	10,564 -316	-3%	-$33.3K	0.25%	115
2024 Q4	$1.16M	Buy	10,880 +157	+1%	+$17.2K	0.26%	102
2024 Q3	$1.06M	Buy	10,723 +522	+5%	+$51K	0.27%	110
2024 Q2	$1.05M	Sell	10,201 -116	-1%	-$12.8K	0.29%	100
2024 Q1	$1.28M	Buy	10,317 +296	+3%	+$31.8K	0.34%	85
2023 Q4	$1.01M	Sell	10,021 -154	-2%	-$13.8K	0.29%	97
2023 Q3	$865K	Sell	10,175 -170	-2%	-$14.5K	0.27%	107
2023 Q2	$865K	Sell	10,345 -112	-1%	-$8.29K	0.26%	114
2023 Q1	$765K	Buy	10,457 +654	+7%	+$46.8K	0.24%	119
2022 Q4	$647K	Sell	9,803 -45	-0.5%	-$2.94K	0.23%	136
2022 Q3	$549K	Buy	9,848 +129	+1%	+$7.5K	0.2%	144
2022 Q2	$533K	Buy	+9,719	New	+$547K	0.18%	150

Other funds holding PCAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

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

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

Geode Capital Management

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

Bank of America

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

Massachusetts Financial Services

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