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Mascoma Wealth Management’s PACCAR PCAR Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-13
Closed -$1.56K – 634
2026
Q2 		$1.56K Hold
13
– – ﹤0.01% 475
2026
Q1 		$1.5K Buy
13
+5
+63% +$605 ﹤0.01% 454
2025
Q4 		$876 Buy
+8
New +$820 ﹤0.01% 473
2019
Q1 		– Sell
-3,975
Closed -$151K – 411
2018
Q4 		$151K Sell
3,975
-2,475
-38% -$98.8K 0.12% 74
2018
Q3 		$293K Buy
+6,450
New +$285K 0.19% 59

Other funds holding PCAR

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mascoma Wealth Management's PCAR Position: Q3 2026 in Review

Mascoma Wealth Management sold out of PACCAR (PCAR) in Q3 2026, closing a stake of 13 shares — an estimated $1.56K sold.

Mascoma Wealth Management first reported a position in PCAR in Q3 2018 and held it in 5 quarters. The position peaked at $293K in Q3 2018. 245 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Mascoma Wealth Management reported no remaining PACCAR position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 13 PACCAR shares in Q3 2026, an estimated $1.56K.
  • Mascoma Wealth Management first reported a position in PACCAR in Q3 2018 and held it in 5 quarters.
  • Mascoma Wealth Management's PACCAR position peaked at $293K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.