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Red Door Wealth Management’s Penske Automotive Group PAG Stock Holding History

Red Door Wealth Management’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 		$218K Buy
+1,219
New +$204K 0.02% 300
2025
Q4 		– Sell
-1,208
Closed -$210K – 299
2025
Q3 		$210K Buy
1,208
+8
+0.7% +$1.43K 0.02% 276
2025
Q2 		$206K Buy
+1,200
New +$192K 0.02% 259

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Red Door Wealth Management's PAG Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in Penske Automotive Group (PAG) in Q2 2026: 1,219 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in PAG as recently as Q3 2025.

Red Door Wealth Management first reported a position in PAG in Q2 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Red Door Wealth Management held 1,219 shares of Penske Automotive Group worth $218K as of Q2 2026.
  • Penske Automotive Group was a new Red Door Wealth Management position in Q2 2026.
  • Penske Automotive Group made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Red Door Wealth Management first reported a position in Penske Automotive Group in Q2 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.