Sagewood Asset Management’s Penske Automotive Group PAG Stock Holding History

Sagewood Asset Management’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	$223K	Buy	+1,247	New	+$208K	0.05%	393

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagewood Asset Management's PAG Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Penske Automotive Group (PAG) in Q2 2026: 1,247 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #393 among its holdings.

392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Sagewood Asset Management held 1,247 shares of Penske Automotive Group worth $223K as of Q2 2026.
Penske Automotive Group was a new Sagewood Asset Management position in Q2 2026.
Penske Automotive Group made up 0.05% of Sagewood Asset Management's portfolio in Q2 2026, its #393 holding.
392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.