RSWM
PCAR icon

Robertson Stephens Wealth Management’s PACCAR PCAR Stock Holding History

Robertson Stephens Wealth Management’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 		$213K Buy
1,773
+8
+0.5% +$944 0.01% 607
2026
Q1 		$204K Buy
+1,765
New +$213K 0.01% 583
2024
Q3 		– Sell
-2,062
Closed -$212K – 632
2024
Q2 		$212K Sell
2,062
-92
-4% -$10.1K 0.01% 470
2024
Q1 		$267K Buy
2,154
+158
+8% +$17K 0.01% 441
2023
Q4 		$201K Buy
+1,996
New +$179K 0.01% 436

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

Robertson Stephens Wealth Management's PCAR Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its PACCAR (PCAR) stake by 0.45% in Q2 2026, buying an estimated $944 and bringing the position to 1,773 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #607.

Robertson Stephens Wealth Management first reported a position in PCAR in Q4 2023 and has held it in 5 quarters since. The position peaked at $267K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,773 shares of PACCAR worth $213K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 8 PACCAR shares in Q2 2026, an estimated $944.
  • PACCAR made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Robertson Stephens Wealth Management first reported a position in PACCAR in Q4 2023 and has held it in 5 quarters since.
  • Robertson Stephens Wealth Management's PACCAR position peaked at $267K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.