Investors Research Corp’s Penske Automotive Group PAG Stock Holding History

Investors Research Corp’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	$282K	Hold	1,575	–	–	0.05%	231
2026 Q1	$235K	Hold	1,575	–	–	0.05%	249
2025 Q4	$249K	Hold	1,575	–	–	0.05%	266
2025 Q3	$274K	Hold	1,575	–	–	0.05%	266
2025 Q2	$271K	Hold	1,575	–	–	0.05%	266
2025 Q1	$227K	Hold	1,575	–	–	0.05%	272
2024 Q4	$240K	Hold	1,575	–	–	0.05%	278
2024 Q3	$256K	Hold	1,575	–	–	0.06%	281
2024 Q2	$235K	Hold	1,575	–	–	0.05%	287
2024 Q1	$255K	Hold	1,575	–	–	0.06%	288
2023 Q4	$253K	Hold	1,575	–	–	0.06%	292
2023 Q3	$263K	Sell	1,575 -2,025	-56%	-$339K	0.07%	281
2023 Q2	$600K	Sell	3,600 -1,900	-35%	-$276K	0.15%	172
2023 Q1	$780K	Hold	5,500	–	–	0.2%	134
2022 Q4	$632K	Hold	5,500	–	–	0.17%	169
2022 Q3	$541K	Hold	5,500	–	–	0.17%	173
2022 Q2	$576K	Hold	5,500	–	–	0.17%	174
2022 Q1	$515K	Hold	5,500	–	–	0.15%	190
2021 Q4	$590K	Hold	5,500	–	–	0.18%	167
2021 Q3	$553K	Hold	5,500	–	–	0.19%	167
2021 Q2	$415K	Hold	5,500	–	–	0.14%	197
2021 Q1	$441K	Sell	5,500 -625	-10%	-$43.7K	0.17%	190
2020 Q4	$364K	Sell	6,125 -5,100	-45%	-$287K	0.14%	220
2020 Q3	$535K	Sell	11,225 -5,750	-34%	-$267K	0.26%	119
2020 Q2	$657K	Hold	16,975	–	–	0.33%	96
2020 Q1	$475K	Buy	16,975 +11,925	+236%	+$519K	0.3%	109
2019 Q4	$254K	Sell	5,050 -300	-6%	-$14.8K	0.12%	255
2019 Q3	$253K	Hold	5,350	–	–	0.13%	221
2019 Q2	$253K	Hold	5,350	–	–	0.13%	221
2019 Q1	$239K	Hold	5,350	–	–	0.13%	225
2018 Q4	$216K	Hold	5,350	–	–	0.15%	231
2018 Q3	$254K	Hold	5,350	–	–	0.15%	241
2018 Q2	$251K	Hold	5,350	–	–	0.15%	240
2018 Q1	$237K	Sell	5,350 -150	-3%	-$7.27K	0.14%	247
2017 Q4	$263K	Buy	+5,500	New	+$259K	0.16%	225

Other funds holding PAG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Investors Research Corp's PAG Position: Q2 2026 in Review

Investors Research Corp held its Penske Automotive Group (PAG) position steady in Q2 2026 at 1,575 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #231.

Investors Research Corp first reported a position in PAG in Q4 2017 and has held it in 35 quarters since. The position peaked at $780K in Q1 2023. 48 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Investors Research Corp held 1,575 shares of Penske Automotive Group worth $282K as of Q2 2026.
Investors Research Corp left its Penske Automotive Group share count unchanged in Q2 2026.
Penske Automotive Group made up 0.05% of Investors Research Corp's portfolio in Q2 2026, its #231 holding.
Investors Research Corp first reported a position in Penske Automotive Group in Q4 2017 and has held it in 35 quarters since.
Investors Research Corp's Penske Automotive Group position peaked at $780K in Q1 2023.
48 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.