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McCarter Private Wealth Services’s PACCAR PCAR Stock Holding History

McCarter 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 		$260K Hold
2,250
– – 0.11% 146
2025
Q4 		$246K Hold
2,250
– – 0.11% 144
2025
Q3 		$221K Hold
2,250
– – 0.11% 121
2025
Q2 		$214K Hold
2,250
– – 0.12% 110
2025
Q1 		$219K Hold
2,250
– – 0.14% 98
2024
Q4 		$234K Hold
2,250
– – 0.15% 92
2024
Q3 		$222K Buy
+2,250
New +$220K 0.14% 96

Other funds holding PCAR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

McCarter Private Wealth Services held its PACCAR (PCAR) position steady in Q1 2026 at 2,250 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #146.

McCarter Private Wealth Services first reported a position in PCAR in Q3 2024 and has held it in 7 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • McCarter Private Wealth Services held 2,250 shares of PACCAR worth $260K as of Q1 2026.
  • McCarter Private Wealth Services left its PACCAR share count unchanged in Q1 2026.
  • PACCAR made up 0.11% of McCarter Private Wealth Services's portfolio in Q1 2026, its #146 holding.
  • McCarter Private Wealth Services first reported a position in PACCAR in Q3 2024 and has held it in 7 quarters since.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.