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Moneta Group Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Moneta Group Investment 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 		$363K Hold
2,430
– – ﹤0.01% 581
2025
Q4 		$385K Sell
2,430
-2
-0.1% -$329 ﹤0.01% 566
2025
Q3 		$423K Buy
2,432
+1
+0% +$178 ﹤0.01% 540
2025
Q2 		$418K Hold
2,431
– – 0.01% 479
2025
Q1 		$350K Buy
2,431
+601
+33% +$96.3K ﹤0.01% 498
2024
Q4 		$279K Hold
1,830
– – ﹤0.01% 546
2024
Q3 		$297K Hold
1,830
– – ﹤0.01% 520
2024
Q2 		$273K Hold
1,830
– – ﹤0.01% 514
2024
Q1 		$296K Hold
1,830
– – ﹤0.01% 491
2023
Q4 		$294K Hold
1,830
– – 0.01% 448
2023
Q3 		$306K Sell
1,830
-58
-3% -$9.7K 0.01% 402
2023
Q2 		$315K Sell
1,888
-41
-2% -$5.95K 0.01% 420
2023
Q1 		$274K Buy
1,929
+284
+17% +$37.8K 0.01% 437
2022
Q4 		$210K Buy
+1,645
New +$188K 0.01% 430
2022
Q3 		– Sell
-2,121
Closed -$222K – 456
2022
Q2 		$222K Buy
+2,121
New +$227K 0.01% 428
2022
Q1 		– Sell
-1,931
Closed -$207K – 478
2021
Q4 		$207K Buy
+1,931
New +$202K 0.01% 453

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

Moneta Group Investment Advisors's PAG Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Penske Automotive Group (PAG) position steady in Q1 2026 at 2,430 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Moneta Group Investment Advisors first reported a position in PAG in Q4 2021 and has held it in 16 quarters since. The position peaked at $423K in Q3 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Moneta Group Investment Advisors held 2,430 shares of Penske Automotive Group worth $363K as of Q1 2026.
  • Moneta Group Investment Advisors left its Penske Automotive Group share count unchanged in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #581 holding.
  • Moneta Group Investment Advisors first reported a position in Penske Automotive Group in Q4 2021 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Penske Automotive Group position peaked at $423K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.