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Lifeworks Advisors’s PACCAR PCAR Stock Holding History

Lifeworks Advisors’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 		$8.88M Buy
73,898
+4,616
+7% +$545K 0.93% 31
2026
Q1 		$8M Sell
69,282
-6,129
-8% -$741K 1.03% 22
2025
Q4 		$8.26M Buy
75,411
+9,070
+14% +$929K 1.07% 17
2025
Q3 		$6.52M Buy
66,341
+6,152
+10% +$607K 0.87% 33
2025
Q2 		$5.72M Buy
60,189
+10,126
+20% +$935K 0.85% 32
2025
Q1 		$4.87M Buy
50,063
+4,482
+10% +$473K 0.81% 34
2024
Q4 		$4.74M Buy
45,581
+3,924
+9% +$429K 0.86% 35
2024
Q3 		$4.11M Buy
41,657
+6,439
+18% +$630K 0.81% 36
2024
Q2 		$3.63M Sell
35,218
-2,364
-6% -$261K 1.01% 28
2024
Q1 		$4.66M Buy
37,582
+2,421
+7% +$260K 1.3% 22
2023
Q4 		$3.43M Sell
35,161
-1,059
-3% -$95.1K 1.18% 26
2023
Q3 		$3.08M Buy
36,220
+2,473
+7% +$210K 1.2% 25
2023
Q2 		$2.82M Buy
33,747
+11,180
+50% +$827K 1.2% 26
2023
Q1 		$1.65M Sell
22,567
-3,949
-15% -$283K 0.78% 41
2022
Q4 		$1.75M Buy
26,516
+101
+0.4% +$6.6K 0.99% 30
2022
Q3 		$1.71M Buy
26,415
+2,727
+12% +$159K 0.97% 29
2022
Q2 		$1.3M Buy
23,688
+3,111
+15% +$175K 0.82% 32
2022
Q1 		$1.21M Buy
20,577
+9,204
+81% +$562K 0.8% 37
2021
Q4 		$669K Buy
+11,373
New +$657K 0.53% 57

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

Lifeworks Advisors's PCAR Position: Q2 2026 in Review

Lifeworks Advisors increased its PACCAR (PCAR) stake by 6.7% in Q2 2026, buying an estimated $545K and bringing the position to 73,898 shares worth $8.88M. The position accounts for 0.93% of the portfolio, ranked #31.

Lifeworks Advisors first reported a position in PCAR in Q4 2021 and has held it in 19 quarters since. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Lifeworks Advisors held 73,898 shares of PACCAR worth $8.88M as of Q2 2026.
  • Lifeworks Advisors bought 4,616 PACCAR shares in Q2 2026, an estimated $545K.
  • PACCAR made up 0.93% of Lifeworks Advisors's portfolio in Q2 2026, its #31 holding.
  • Lifeworks Advisors first reported a position in PACCAR in Q4 2021 and has held it in 19 quarters since.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.