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Moran Wealth Management’s Penske Automotive Group PAG Stock Holding History

Moran Wealth Management’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 		$18.5M Sell
103,649
-3,561
-3% -$595K 0.51% 50
2026
Q1 		$16M Sell
107,210
-41,719
-28% -$6.61M 0.49% 58
2025
Q4 		$23.6M Sell
148,929
-3,969
-3% -$653K 0.72% 28
2025
Q3 		$26.6M Buy
152,898
+988
+0.7% +$176K 0.8% 22
2025
Q2 		$26.1M Sell
151,910
-1,695
-1% -$272K 0.8% 24
2025
Q1 		$22.1M Buy
153,605
+60,734
+65% +$9.73M 0.74% 28
2024
Q4 		$14.2M Buy
+92,871
New +$14.7M 0.45% 79

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moran Wealth Management's PAG Position: Q2 2026 in Review

Moran Wealth Management reduced its Penske Automotive Group (PAG) stake by 3.3% in Q2 2026, selling an estimated $595K and leaving 103,649 shares worth $18.5M. The position accounts for 0.51% of the portfolio, ranked #50.

Moran Wealth Management first reported a position in PAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.6M in Q3 2025. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Moran Wealth Management held 103,649 shares of Penske Automotive Group worth $18.5M as of Q2 2026.
  • Moran Wealth Management sold 3,561 Penske Automotive Group shares in Q2 2026, an estimated $595K.
  • Penske Automotive Group made up 0.51% of Moran Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Moran Wealth Management first reported a position in Penske Automotive Group in Q4 2024 and has held it in 7 quarters since.
  • Moran Wealth Management's Penske Automotive Group position peaked at $26.6M in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.