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Mount Yale Investment Advisors’s PACCAR PCAR Stock Holding History

Mount Yale Investment Advisors’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
-185
Closed -$17.5K – 1330
2025
Q2 		$17.5K Buy
+185
New +$17.1K ﹤0.01% 1062

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

Mount Yale Investment Advisors's PCAR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of PACCAR (PCAR) in Q3 2025, closing a stake of 185 shares — an estimated $17.5K sold.

Mount Yale Investment Advisors first reported a position in PCAR in Q2 2025 and held it in 1 quarter. The position peaked at $17.5K in Q2 2025. 977 funds tracked by Wall St. Rank hold PCAR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining PACCAR position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 185 PACCAR shares in Q3 2025, an estimated $17.5K.
  • Mount Yale Investment Advisors first reported a position in PACCAR in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PACCAR position peaked at $17.5K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held PACCAR as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.