Physician Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Physician Wealth Advisors’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Hold	71	–	–	﹤0.01%	808
2026 Q1	$10.6K	Hold	71	–	–	﹤0.01%	780
2025 Q4	$11.2K	Hold	71	–	–	﹤0.01%	738
2025 Q3	$12.3K	Sell	71 -3	-4%	-$535	﹤0.01%	701
2025 Q2	$12.7K	Buy	74 +3	+4%	+$481	﹤0.01%	606
2025 Q1	$10.2K	Hold	71	–	–	﹤0.01%	607
2024 Q4	$10.8K	Buy	+71	New	+$11.3K	﹤0.01%	615

Other funds holding PAG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's PAG Position: Q2 2026 in Review

Physician Wealth Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 71 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Physician Wealth Advisors first reported a position in PAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q2 2025. 67 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Physician Wealth Advisors held 71 shares of Penske Automotive Group worth $12.7K as of Q2 2026.
Physician Wealth Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
Penske Automotive Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #808 holding.
Physician Wealth Advisors first reported a position in Penske Automotive Group in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Penske Automotive Group position peaked at $12.7K in Q2 2025.
67 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.