Mission Wealth Management
PCAR icon

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
2026
Q3 		– Sell
-3,258
Closed -$391K – 988
2026
Q2 		$391K Buy
+3,258
New +$384K ﹤0.01% 772
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% +$4.36K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mission Wealth Management's PCAR Position: Q3 2026 in Review

Mission Wealth Management sold out of PACCAR (PCAR) in Q3 2026, closing a stake of 3,258 shares — an estimated $391K sold.

Mission Wealth Management first reported a position in PCAR in Q4 2019 and held it in 15 quarters. The position peaked at $713K in Q1 2024. 565 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Mission Wealth Management reported no remaining PACCAR position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 3,258 PACCAR shares in Q3 2026, an estimated $391K.
  • Mission Wealth Management first reported a position in PACCAR in Q4 2019 and held it in 15 quarters.
  • Mission Wealth Management's PACCAR position peaked at $713K in Q1 2024.
  • 565 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.