MWPCG
PAG icon

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 – 764
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Measured Wealth Private Client Group's PAG Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Penske Automotive Group (PAG) in Q4 2025, closing a stake of 135 shares — an estimated $23.5K sold.

Measured Wealth Private Client Group first reported a position in PAG in Q1 2022 and held it in 10 quarters. The position peaked at $915K in Q3 2023. 395 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Penske Automotive Group position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 135 Penske Automotive Group shares in Q4 2025, an estimated $23.5K.
  • Measured Wealth Private Client Group first reported a position in Penske Automotive Group in Q1 2022 and held it in 10 quarters.
  • Measured Wealth Private Client Group's Penske Automotive Group position peaked at $915K in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.