Kestra Private Wealth Services’s PACCAR PCAR Stock Holding History

Kestra Private Wealth Services’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	$846K	Sell	7,323 -392	-5%	-$47.4K	0.01%	919
2025 Q4	$845K	Buy	+7,715	New	+$791K	0.01%	883
2025 Q3	–	Sell	-2,198	Closed	-$209K	–	1736
2025 Q2	$209K	Buy	+2,198	New	+$203K	﹤0.01%	1485
2024 Q4	–	Sell	-4,343	Closed	-$429K	–	1478
2024 Q3	$429K	Sell	4,343 -87	-2%	-$8.51K	0.01%	941
2024 Q2	$456K	Buy	+4,430	New	+$488K	0.01%	870

Other funds holding PCAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Kestra Private Wealth Services's PCAR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its PACCAR (PCAR) stake by 5.1% in Q1 2026, selling an estimated $47.4K and leaving 7,323 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #919.

Kestra Private Wealth Services first reported a position in PCAR in Q2 2024 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

Kestra Private Wealth Services held 7,323 shares of PACCAR worth $846K as of Q1 2026.
Kestra Private Wealth Services sold 392 PACCAR shares in Q1 2026, an estimated $47.4K.
PACCAR made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #919 holding.
Kestra Private Wealth Services first reported a position in PACCAR in Q2 2024 and has held it in 5 quarters since.
1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.