Physician Wealth Advisors
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Physician Wealth Advisors’s PACCAR PCAR Stock Holding History

Physician 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
2026
Q3 		$20.4K Hold
186
– – ﹤0.01% 686
2026
Q2 		$22.3K Buy
186
+6
+3% +$708 ﹤0.01% 629
2026
Q1 		$20.8K Buy
180
+9
+5% +$1.09K ﹤0.01% 604
2025
Q4 		$18.7K Buy
171
+151
+755% +$15.5K ﹤0.01% 608
2025
Q3 		$1.97K Buy
20
+5
+33% +$493 ﹤0.01% 1232
2025
Q2 		$1.43K Buy
15
+8
+114% +$739 ﹤0.01% 1191
2025
Q1 		$682 Buy
+7
New +$738 ﹤0.01% 1285

Other funds holding PCAR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Washington Trust Bank
Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Physician Wealth Advisors's PCAR Position: Q3 2026 in Review

Physician Wealth Advisors held its PACCAR (PCAR) position steady in Q3 2026 at 186 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Physician Wealth Advisors first reported a position in PCAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.3K in Q2 2026. 482 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Physician Wealth Advisors held 186 shares of PACCAR worth $20.4K as of Q3 2026.
  • Physician Wealth Advisors left its PACCAR share count unchanged in Q3 2026.
  • PACCAR made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #686 holding.
  • Physician Wealth Advisors first reported a position in PACCAR in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's PACCAR position peaked at $22.3K in Q2 2026.
  • 482 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.