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Private Wealth Management Group’s PACCAR PCAR Stock Holding History

Private Wealth Management Group’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 		$30.3K Sell
276
-6
-2% -$751 0.01% 317
2026
Q2 		$33.9K Sell
282
-1
-0.4% -$118 0.01% 277
2026
Q1 		$32.7K Hold
283
– – 0.01% 249
2025
Q4 		$31K Hold
283
– – 0.01% 253
2025
Q3 		$27.8K Buy
283
+211
+293% +$20.8K 0.01% 265
2025
Q2 		$6.84K Hold
72
– – ﹤0.01% 628
2025
Q1 		$7.01K Hold
72
– – ﹤0.01% 594
2024
Q4 		$7.49K Hold
72
– – ﹤0.01% 585
2024
Q3 		$7.1K Buy
72
+2
+3% +$196 ﹤0.01% 583
2024
Q2 		$7.21K Hold
70
– – ﹤0.01% 559
2024
Q1 		$8.67K Hold
70
– – ﹤0.01% 451
2023
Q4 		$6.84K Buy
+70
New +$6.29K ﹤0.01% 513

Other funds holding PCAR

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Private Wealth Management Group's PCAR Position: Q3 2026 in Review

Private Wealth Management Group reduced its PACCAR (PCAR) stake by 2.1% in Q3 2026, selling an estimated $751 and leaving 276 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #317.

Private Wealth Management Group first reported a position in PCAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.9K in Q2 2026. 245 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Private Wealth Management Group held 276 shares of PACCAR worth $30.3K as of Q3 2026.
  • Private Wealth Management Group sold 6 PACCAR shares in Q3 2026, an estimated $751.
  • PACCAR made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #317 holding.
  • Private Wealth Management Group first reported a position in PACCAR in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's PACCAR position peaked at $33.9K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.