PWA
PCAR icon

Principia Wealth Advisory’s PACCAR PCAR Stock Holding History

Principia Wealth Advisory’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 		$4.2K Sell
35
-3
-8% -$354 ﹤0.01% 397
2026
Q1 		$4.39K Buy
38
+12
+46% +$1.45K ﹤0.01% 326
2025
Q4 		$2.85K Buy
26
+4
+18% +$410 ﹤0.01% 365
2025
Q3 		$2.16K Buy
22
+2
+10% +$197 ﹤0.01% 424
2025
Q2 		$1.9K Buy
20
+11
+122% +$1.02K ﹤0.01% 400
2025
Q1 		$845 Sell
9
-6
-40% -$633 ﹤0.01% 438
2024
Q4 		$1.56K Buy
+15
New +$1.64K ﹤0.01% 281

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

Principia Wealth Advisory's PCAR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its PACCAR (PCAR) stake by 7.9% in Q2 2026, selling an estimated $354 and leaving 35 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Principia Wealth Advisory first reported a position in PCAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.39K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Principia Wealth Advisory held 35 shares of PACCAR worth $4.2K as of Q2 2026.
  • Principia Wealth Advisory sold 3 PACCAR shares in Q2 2026, an estimated $354.
  • PACCAR made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #397 holding.
  • Principia Wealth Advisory first reported a position in PACCAR in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's PACCAR position peaked at $4.39K in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.