Richard Bernstein Advisors’s PACCAR PCAR Stock Holding History

Richard Bernstein 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
2025 Q4	–	Sell	-19,548	Closed	-$1.92M	–	199
2025 Q3	$1.92M	Sell	19,548 -23,706	-55%	-$2.34M	0.05%	95
2025 Q2	$4.11M	Sell	43,254 -4,543	-10%	-$420K	0.1%	88
2025 Q1	$4.65M	Sell	47,797 -2,074	-4%	-$219K	0.11%	69
2024 Q4	$5.19M	Hold	49,871	–	–	0.12%	66
2024 Q3	$4.92M	Hold	49,871	–	–	0.11%	75
2024 Q2	$5.13M	Hold	49,871	–	–	0.11%	63
2024 Q1	$6.18M	Hold	49,871	–	–	0.13%	58
2023 Q4	$4.87M	Sell	49,871 -9,331	-16%	-$838K	0.11%	64
2023 Q3	$5.03M	Buy	59,202 +7,012	+13%	+$596K	0.11%	59
2023 Q2	$4.37M	Hold	52,190	–	–	0.09%	64
2023 Q1	$3.82M	Sell	52,190 -1	-0%	-$72	0.08%	91
2022 Q4	$3.44M	Sell	52,191 -12,572	-19%	-$821K	0.08%	109
2022 Q3	$3.61M	Hold	64,763	–	–	0.09%	105
2022 Q2	$3.56M	Hold	64,763	–	–	0.08%	129
2022 Q1	$3.8M	Hold	64,763	–	–	0.08%	138
2021 Q4	$3.81M	Hold	64,763	–	–	0.07%	132
2021 Q3	$3.41M	Buy	64,763 +4,017	+7%	+$223K	0.07%	156
2021 Q2	$3.61M	Hold	60,746	–	–	0.07%	147
2021 Q1	$3.76M	Hold	60,746	–	–	0.09%	129
2020 Q4	$3.49M	Hold	60,746	–	–	0.09%	137
2020 Q3	$3.45M	Hold	60,746	–	–	0.1%	110
2020 Q2	$3.03M	Buy	+60,746	New	+$2.84M	0.09%	116
2019 Q1	–	Sell	-109,733	Closed	-$4.18M	–	337
2018 Q4	$4.18M	Hold	109,733	–	–	0.15%	118
2018 Q3	$4.99M	Hold	109,733	–	–	0.14%	130
2018 Q2	$4.53M	Buy	+109,733	New	+$4.74M	0.15%	124

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richard Bernstein Advisors's PCAR Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 19,548 shares — an estimated $1.92M sold.

Richard Bernstein Advisors first reported a position in PCAR in Q2 2018 and held it in 25 quarters. The position peaked at $6.18M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

Richard Bernstein Advisors reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 19,548 PACCAR shares in Q4 2025, an estimated $1.92M.
Richard Bernstein Advisors first reported a position in PACCAR in Q2 2018 and held it in 25 quarters.
Richard Bernstein Advisors's PACCAR position peaked at $6.18M in Q1 2024.
1,049 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.