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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
Q2 		$2.32M Sell
12,940
-4
-0% -$669 0.04% 379
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's PAG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Penske Automotive Group (PAG) stake by 0.03% in Q2 2026, selling an estimated $669 and leaving 12,940 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #379.

Mount Yale Investment Advisors first reported a position in PAG in Q1 2018 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Mount Yale Investment Advisors held 12,940 shares of Penske Automotive Group worth $2.32M as of Q2 2026.
  • Mount Yale Investment Advisors sold 4 Penske Automotive Group shares in Q2 2026, an estimated $669.
  • Penske Automotive Group made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #379 holding.
  • Mount Yale Investment Advisors first reported a position in Penske Automotive Group in Q1 2018 and has held it in 7 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.