New Wave Wealth Advisors’s PACCAR PCAR Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-33	Closed	-$3.43K	–	520
2024 Q4	$3.43K	Buy	+33	New	+$3.61K	﹤0.01%	482

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Wave Wealth Advisors's PCAR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 33 shares — an estimated $3.43K sold.

New Wave Wealth Advisors first reported a position in PCAR in Q4 2024 and held it in 1 quarter. The position peaked at $3.43K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

New Wave Wealth Advisors reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 33 PACCAR shares in Q1 2025, an estimated $3.43K.
New Wave Wealth Advisors first reported a position in PACCAR in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's PACCAR position peaked at $3.43K in Q4 2024.
1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.