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Regent Peak Wealth Advisors’s PACCAR PCAR Stock Holding History

Regent Peak 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
Q2 		$312K Sell
2,598
-20
-0.8% -$2.36K 0.06% 146
2026
Q1 		$302K Buy
2,618
+7
+0.3% +$846 0.06% 140
2025
Q4 		$286K Buy
2,611
+43
+2% +$4.41K 0.06% 140
2025
Q3 		$253K Buy
+2,568
New +$253K 0.05% 155
2025
Q1 		$263K Sell
2,703
-30
-1% -$3.16K 0.06% 131
2024
Q4 		$284K Buy
2,733
+13
+0.5% +$1.42K 0.06% 129
2024
Q3 		$268K Buy
2,720
+44
+2% +$4.3K 0.06% 131
2024
Q2 		$275K Buy
2,676
+3
+0.1% +$331 0.06% 132
2024
Q1 		$331K Sell
2,673
-53
-2% -$5.7K 0.08% 111
2023
Q4 		$266K Buy
2,726
+57
+2% +$5.12K 0.07% 122
2023
Q3 		$227K Sell
2,669
-17
-0.6% -$1.45K 0.07% 131
2023
Q2 		$225K Buy
+2,686
New +$199K 0.07% 137
2021
Q1 		– Sell
-2,415
Closed -$139K – 735
2020
Q4 		$139K Buy
+2,415
New +$142K 0.05% 178

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

Regent Peak Wealth Advisors's PCAR Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its PACCAR (PCAR) stake by 0.76% in Q2 2026, selling an estimated $2.36K and leaving 2,598 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #146.

Regent Peak Wealth Advisors first reported a position in PCAR in Q4 2020 and has held it in 13 quarters since. The position peaked at $331K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,598 shares of PACCAR worth $312K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 20 PACCAR shares in Q2 2026, an estimated $2.36K.
  • PACCAR made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Regent Peak Wealth Advisors first reported a position in PACCAR in Q4 2020 and has held it in 13 quarters since.
  • Regent Peak Wealth Advisors's PACCAR position peaked at $331K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.