Optimize Financial’s PACCAR PCAR Stock Holding History

Optimize Financial’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 Q2	–	Sell	-2,107	Closed	-$205K	–	233
2025 Q1	$205K	Sell	2,107 -99	-4%	-$10.4K	0.08%	198
2024 Q4	$229K	Buy	+2,206	New	+$241K	0.17%	186

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 $3.37T AUM 44.26% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimize Financial's PCAR Position: Q2 2025 in Review

Optimize Financial sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 2,107 shares — an estimated $205K sold.

Optimize Financial first reported a position in PCAR in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

Optimize Financial reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
Optimize Financial sold 2,107 PACCAR shares in Q2 2025, an estimated $205K.
Optimize Financial first reported a position in PACCAR in Q4 2024 and held it in 2 quarters.
Optimize Financial's PACCAR position peaked at $229K in Q4 2024.
968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Optimize Financial's 13F filing for Q2 2025, filed 13 Aug 2025.