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Proactive Wealth Strategies’s PACCAR PCAR Stock Holding History

Proactive Wealth Strategies’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
2025
Q2 		– Sell
-2,541
Closed -$247K – 138
2025
Q1 		$247K Sell
2,541
-39
-2% -$4.11K 0.13% 119
2024
Q4 		$268K Buy
2,580
+6
+0.2% +$657 0.14% 112
2024
Q3 		$254K Buy
+2,574
New +$252K 0.14% 111

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Proactive Wealth Strategies's PCAR Position: Q2 2025 in Review

Proactive Wealth Strategies sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 2,541 shares — an estimated $247K sold.

Proactive Wealth Strategies first reported a position in PCAR in Q3 2024 and held it in 3 quarters. The position peaked at $268K in Q4 2024. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Proactive Wealth Strategies reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 2,541 PACCAR shares in Q2 2025, an estimated $247K.
  • Proactive Wealth Strategies first reported a position in PACCAR in Q3 2024 and held it in 3 quarters.
  • Proactive Wealth Strategies's PACCAR position peaked at $268K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Proactive Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.