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Marshall & Sterling Wealth Advisors’s PACCAR PCAR Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-69
Closed -$6.72K – 671
2025
Q1 		$6.72K Buy
+69
New +$7.28K ﹤0.01% 406

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PCAR Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 69 shares — an estimated $6.72K sold.

Marshall & Sterling Wealth Advisors first reported a position in PCAR in Q1 2025 and held it in 1 quarter. The position peaked at $6.72K in Q1 2025. 969 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 69 PACCAR shares in Q2 2025, an estimated $6.72K.
  • Marshall & Sterling Wealth Advisors first reported a position in PACCAR in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's PACCAR position peaked at $6.72K in Q1 2025.
  • 969 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.