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 Q2	$435K	Hold	2,430	–	–	﹤0.01%	585
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moneta Group Investment Advisors's PAG Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 2,430 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Moneta Group Investment Advisors first reported a position in PAG in Q4 2021 and has held it in 17 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Moneta Group Investment Advisors held 2,430 shares of Penske Automotive Group worth $435K as of Q2 2026.
Moneta Group Investment Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
Penske Automotive Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #585 holding.
Moneta Group Investment Advisors first reported a position in Penske Automotive Group in Q4 2021 and has held it in 17 quarters since.
395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.