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MorganRosel Wealth Management’s PACCAR PCAR Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-33
Closed -$3.14K – 280
2025
Q2 		$3.14K Hold
33
– – ﹤0.01% 306
2025
Q1 		$3.21K Buy
+33
New +$3.48K ﹤0.01% 299

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MorganRosel Wealth Management's PCAR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of PACCAR (PCAR) in Q3 2025, closing a stake of 33 shares — an estimated $3.14K sold.

MorganRosel Wealth Management first reported a position in PCAR in Q1 2025 and held it in 2 quarters. The position peaked at $3.21K in Q1 2025. 977 funds tracked by Wall St. Rank hold PCAR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining PACCAR position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 33 PACCAR shares in Q3 2025, an estimated $3.14K.
  • MorganRosel Wealth Management first reported a position in PACCAR in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's PACCAR position peaked at $3.21K in Q1 2025.
  • 977 funds tracked by Wall St. Rank held PACCAR as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.