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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sagespring Wealth Partners's PCAR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its PACCAR (PCAR) stake by 14% in Q1 2026, buying an estimated $133K and bringing the position to 8,841 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #319.

Sagespring Wealth Partners first reported a position in PCAR in Q4 2024 and has held it in 6 quarters since. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Sagespring Wealth Partners held 8,841 shares of PACCAR worth $1.02M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,103 PACCAR shares in Q1 2026, an estimated $133K.
  • PACCAR made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #319 holding.
  • Sagespring Wealth Partners first reported a position in PACCAR in Q4 2024 and has held it in 6 quarters since.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.