Mount Yale Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Mount Yale 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	$1.94M	Buy	12,944 +4	+0%	+$633	0.04%	375
2025 Q4	$2.05M	Buy	12,940 +8	+0.1%	+$1.31K	0.1%	188
2025 Q3	$2.25M	Buy	+12,932	New	+$2.31M	0.16%	142
2018 Q4	–	Sell	-1,997	Closed	-$90K	–	639
2018 Q3	$90K	Sell	1,997 -362	-15%	-$18.4K	0.02%	472
2018 Q2	$111K	Sell	2,359 -832	-26%	-$39.2K	0.02%	426
2018 Q1	$141K	Buy	+3,191	New	+$155K	0.03%	353

Other funds holding PAG

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's PAG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Penske Automotive Group (PAG) stake by 0.03% in Q1 2026, buying an estimated $633 and bringing the position to 12,944 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #375.

Mount Yale Investment Advisors first reported a position in PAG in Q1 2018 and has held it in 6 quarters since. The position peaked at $2.25M in Q3 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

Mount Yale Investment Advisors held 12,944 shares of Penske Automotive Group worth $1.94M as of Q1 2026.
Mount Yale Investment Advisors bought 4 Penske Automotive Group shares in Q1 2026, an estimated $633.
Penske Automotive Group made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #375 holding.
Mount Yale Investment Advisors first reported a position in Penske Automotive Group in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Penske Automotive Group position peaked at $2.25M in Q3 2025.
374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.