Sagespring Wealth Partners’s PACCAR PCAR Stock Holding History

Sagespring Wealth Partners’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 Q3	$955K	Sell	8,698 -115	-1%	-$14.4K	0.01%	376
2026 Q2	$1.06M	Sell	8,813 -28	-0.3%	-$3.3K	0.02%	336
2026 Q1	$1.02M	Buy	8,841 +1,103	+14%	+$133K	0.02%	319
2025 Q4	$847K	Sell	7,738 -64	-0.8%	-$6.56K	0.02%	336
2025 Q3	$767K	Sell	7,802 -140	-2%	-$13.8K	0.02%	353
2025 Q2	$755K	Sell	7,942 -341	-4%	-$31.5K	0.02%	348
2025 Q1	$807K	Buy	8,283 +1,152	+16%	+$122K	0.02%	280
2024 Q4	$742K	Buy	+7,131	New	+$780K	0.02%	273

Other funds holding PCAR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sagespring Wealth Partners's PCAR Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its PACCAR (PCAR) stake by 1.3% in Q3 2026, selling an estimated $14.4K and leaving 8,698 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #376.

Sagespring Wealth Partners first reported a position in PCAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2026. 679 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

Sagespring Wealth Partners held 8,698 shares of PACCAR worth $955K as of Q3 2026.
Sagespring Wealth Partners sold 115 PACCAR shares in Q3 2026, an estimated $14.4K.
PACCAR made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #376 holding.
Sagespring Wealth Partners first reported a position in PACCAR in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's PACCAR position peaked at $1.06M in Q2 2026.
679 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.