Mercer Global Advisors
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Mercer Global Advisors’s Penske Automotive Group PAG Stock Holding History

Mercer Global Advisors’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
2026
Q1 		$632K Sell
4,225
-2,877
-41% -$456K ﹤0.01% 1827
2025
Q4 		$1.12M Sell
7,102
-1,826
-20% -$300K ﹤0.01% 1388
2025
Q3 		$1.55M Buy
8,928
+2,263
+34% +$403K ﹤0.01% 1149
2025
Q2 		$1.15M Buy
6,665
+1,779
+36% +$285K ﹤0.01% 1145
2025
Q1 		$703K Buy
4,886
+746
+18% +$119K ﹤0.01% 1297
2024
Q4 		$631K Buy
4,140
+346
+9% +$54.9K ﹤0.01% 1323
2024
Q3 		$615K Buy
3,794
+21
+0.6% +$3.35K ﹤0.01% 1231
2024
Q2 		$562K Buy
3,773
+462
+14% +$70.2K ﹤0.01% 1244
2024
Q1 		$536K Sell
3,311
-118
-3% -$18K ﹤0.01% 1239
2023
Q4 		$550K Buy
3,429
+415
+14% +$63.6K ﹤0.01% 1264
2023
Q3 		$503K Sell
3,014
-204
-6% -$34.1K ﹤0.01% 1248
2023
Q2 		$536K Sell
3,218
-3,592
-53% -$521K ﹤0.01% 1199
2023
Q1 		$966K Buy
6,810
+137
+2% +$18.2K ﹤0.01% 927
2022
Q4 		$767K Sell
6,673
-120
-2% -$13.7K ﹤0.01% 1026
2022
Q3 		$669K Buy
6,793
+26
+0.4% +$2.9K ﹤0.01% 1014
2022
Q2 		$708K Sell
6,767
-453
-6% -$48.6K ﹤0.01% 988
2022
Q1 		$677K Buy
7,220
+319
+5% +$32.3K ﹤0.01% 1078
2021
Q4 		$740K Buy
6,901
+57
+0.8% +$5.96K ﹤0.01% 1022
2021
Q3 		$689K Sell
6,844
-5,579
-45% -$490K ﹤0.01% 1019
2021
Q2 		$938K Sell
12,423
-1,490
-11% -$125K 0.01% 868
2021
Q1 		$1.12M Buy
+13,913
New +$973K 0.01% 746

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's PAG Position: Q1 2026 in Review

Mercer Global Advisors reduced its Penske Automotive Group (PAG) stake by 41% in Q1 2026, selling an estimated $456K and leaving 4,225 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Mercer Global Advisors first reported a position in PAG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q3 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Mercer Global Advisors held 4,225 shares of Penske Automotive Group worth $632K as of Q1 2026.
  • Mercer Global Advisors sold 2,877 Penske Automotive Group shares in Q1 2026, an estimated $456K.
  • Penske Automotive Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1827 holding.
  • Mercer Global Advisors first reported a position in Penske Automotive Group in Q1 2021 and has held it in 21 quarters since.
  • Mercer Global Advisors's Penske Automotive Group position peaked at $1.55M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.