Measured Wealth Private Client Group’s Penske Automotive Group PAG Stock Holding History

Measured Wealth Private Client Group’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-135	Closed	-$23.5K	–	767
2025 Q3	$23.5K	Buy	+135	New	+$24.1K	0.01%	441
2024 Q2	–	Sell	-3,739	Closed	-$606K	–	204
2024 Q1	$606K	Sell	3,739 -1,836	-33%	-$280K	0.21%	80
2023 Q4	$895K	Buy	5,575 +99	+2%	+$15.2K	0.33%	40
2023 Q3	$915K	Buy	5,476 +42	+0.8%	+$7.03K	0.37%	40
2023 Q2	$905K	Buy	5,434 +11	+0.2%	+$1.6K	0.34%	38
2023 Q1	$769K	Buy	5,423 +488	+10%	+$65K	0.3%	48
2022 Q4	$567K	Buy	4,935 +8	+0.2%	+$912	0.23%	60
2022 Q3	$485K	Sell	4,927 -286	-5%	-$31.9K	0.21%	65
2022 Q2	$546K	Buy	5,213 +609	+13%	+$65.3K	0.24%	59
2022 Q1	$431K	Buy	+4,604	New	+$466K	0.16%	81

Other funds holding PAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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