Mission Wealth Management’s PACCAR PCAR Stock Holding History

Mission 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
2024 Q2	–	Sell	-5,758	Closed	-$713K	–	719
2024 Q1	$713K	Buy	5,758 +1,693	+42%	+$182K	0.02%	357
2023 Q4	$397K	Buy	4,065 +74	+2%	+$6.65K	0.01%	423
2023 Q3	$339K	Sell	3,991 -27	-0.7%	-$2.3K	0.01%	424
2023 Q2	$336K	Buy	4,018 +60	+2%	+$4.44K	0.01%	427
2023 Q1	$290K	Buy	3,958 +61	+2%	+$4.37K	0.01%	451
2022 Q4	$257K	Buy	3,897 +30	+0.8%	+$1.96K	0.01%	446
2022 Q3	$216K	Buy	3,867 +9	+0.2%	+$523	0.01%	453
2022 Q2	$212K	Sell	3,858 -2,705	-41%	-$152K	0.01%	467
2022 Q1	$386K	Sell	6,563 -124	-2%	-$7.57K	0.02%	366
2021 Q4	$393K	Buy	6,687 +111	+2%	+$6.42K	0.02%	373
2021 Q3	$346K	Buy	+6,576	New	+$365K	0.02%	375
2021 Q1	–	Sell	-3,543	Closed	-$204K	–	454
2020 Q4	$204K	Hold	3,543	–	–	0.01%	398
2020 Q3	$201K	Buy	+3,543	New	+$199K	0.02%	344
2020 Q1	–	Sell	-4,142	Closed	-$218K	–	338
2019 Q4	$218K	Buy	+4,142	New	+$213K	0.02%	313

Other funds holding PCAR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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