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Phillips Wealth Planners’s PACCAR PCAR Stock Holding History

Phillips Wealth Planners’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
2026
Q2 		$353K Buy
2,837
+807
+40% +$95.2K 0.26% 118
2026
Q1 		$229K Buy
+2,030
New +$245K 0.17% 187

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Phillips Wealth Planners's PCAR Position: Q2 2026 in Review

Phillips Wealth Planners increased its PACCAR (PCAR) stake by 40% in Q2 2026, buying an estimated $95.2K and bringing the position to 2,837 shares worth $353K. The position accounts for 0.26% of the portfolio, ranked #118.

Phillips Wealth Planners first reported a position in PCAR in Q1 2026 and has held it in 2 quarters since. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Phillips Wealth Planners held 2,837 shares of PACCAR worth $353K as of Q2 2026.
  • Phillips Wealth Planners bought 807 PACCAR shares in Q2 2026, an estimated $95.2K.
  • PACCAR made up 0.26% of Phillips Wealth Planners's portfolio in Q2 2026, its #118 holding.
  • Phillips Wealth Planners first reported a position in PACCAR in Q1 2026 and has held it in 2 quarters since.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.