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Obermeyer Wealth Partners’s PACCAR PCAR Stock Holding History

Obermeyer Wealth Partners’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
Q4 		– Sell
-4,069
Closed -$400K – 308
2025
Q3 		$400K Hold
4,069
– – 0.02% 197
2025
Q2 		$387K Sell
4,069
-5
-0.1% -$462 0.02% 187
2025
Q1 		$397K Sell
4,074
-10
-0.2% -$1.05K 0.02% 177
2024
Q4 		$425K Buy
+4,084
New +$447K 0.02% 169

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obermeyer Wealth Partners's PCAR Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 4,069 shares — an estimated $400K sold.

Obermeyer Wealth Partners first reported a position in PCAR in Q4 2024 and held it in 4 quarters. The position peaked at $425K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,069 PACCAR shares in Q4 2025, an estimated $400K.
  • Obermeyer Wealth Partners first reported a position in PACCAR in Q4 2024 and held it in 4 quarters.
  • Obermeyer Wealth Partners's PACCAR position peaked at $425K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.