Sachetta’s Penske Automotive Group PAG Stock Holding History

Sachetta’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	$5.55K	Buy	31 +27	+675%	+$4.51K	﹤0.01%	621
2026 Q1	$599	Buy	+4	New	+$633	﹤0.01%	1017
2025 Q4	–	Sell	-10	Closed	-$1.74K	–	1086
2025 Q3	$1.74K	Hold	10	–	–	﹤0.01%	861
2025 Q2	$1.72K	Buy	+10	New	+$1.6K	﹤0.01%	846
2025 Q1	–	Sell	-5	Closed	-$763	–	1186
2024 Q4	$763	Buy	+5	New	+$793	﹤0.01%	1034
2024 Q2	–	Sell	-12	Closed	-$1.93K	–	1283
2024 Q1	$1.93K	Hold	12	–	–	﹤0.01%	742
2023 Q4	$1.93K	Buy	+12	New	+$1.84K	﹤0.01%	742

Other funds holding PAG

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $150M AUM 17.46% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return