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Moran Wealth Management’s PACCAR PCAR Stock Holding History

Moran 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
Q2 		$13.7M Sell
114,192
-107,213
-48% -$12.7M 0.37% 86
2026
Q1 		$25.6M Sell
221,405
-15,804
-7% -$1.91M 0.78% 18
2025
Q4 		$26M Sell
237,209
-7,878
-3% -$807K 0.8% 21
2025
Q3 		$24.1M Sell
245,087
-4,393
-2% -$433K 0.73% 29
2025
Q2 		$23.7M Buy
249,480
+14,313
+6% +$1.32M 0.73% 27
2025
Q1 		$22.9M Buy
235,167
+52,525
+29% +$5.54M 0.77% 26
2024
Q4 		$19M Sell
182,642
-38,060
-17% -$4.17M 0.61% 45
2024
Q3 		$21.8M Sell
220,702
-74,434
-25% -$7.28M 0.67% 42
2024
Q2 		$30.4M Buy
295,136
+92,186
+45% +$10.2M 1% 16
2024
Q1 		$25.1M Sell
202,950
-5,392
-3% -$579K 0.81% 23
2023
Q4 		$20.3M Sell
208,342
-7,157
-3% -$643K 0.72% 34
2023
Q3 		$18.3M Sell
215,499
-2,746
-1% -$234K 0.71% 41
2023
Q2 		$18.3M Sell
218,245
-7,173
-3% -$531K 0.69% 49
2023
Q1 		$16.5M Buy
225,418
+33,518
+17% +$2.4M 0.62% 60
2022
Q4 		$12.7M Buy
+191,900
New +$12.5M 0.48% 71

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Moran Wealth Management reduced its PACCAR (PCAR) stake by 48% in Q2 2026, selling an estimated $12.7M and leaving 114,192 shares worth $13.7M. The position accounts for 0.37% of the portfolio, ranked #86.

Moran Wealth Management first reported a position in PCAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.4M in Q2 2024. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Moran Wealth Management held 114,192 shares of PACCAR worth $13.7M as of Q2 2026.
  • Moran Wealth Management sold 107,213 PACCAR shares in Q2 2026, an estimated $12.7M.
  • PACCAR made up 0.37% of Moran Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Moran Wealth Management first reported a position in PACCAR in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's PACCAR position peaked at $30.4M in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

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