Schechter Investment Advisors’s PACCAR PCAR Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$224K	Sell	2,300 -1,038	-31%	-$109K	0.02%	534
2024 Q4	$347K	Sell	3,338 -134	-4%	-$14.7K	0.03%	456
2024 Q3	$343K	Buy	3,472 +714	+26%	+$69.8K	0.03%	466
2024 Q2	$284K	Sell	2,758 -760	-22%	-$83.8K	0.02%	484
2024 Q1	$436K	Buy	3,518 +1,337	+61%	+$144K	0.03%	407
2023 Q4	$213K	Sell	2,181 -300	-12%	-$26.9K	0.02%	550
2023 Q3	$211K	Buy	2,481 +11	+0.4%	+$935	0.02%	535
2023 Q2	$207K	Buy	+2,470	New	+$183K	0.02%	588

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's PCAR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its PACCAR (PCAR) stake by 31% in Q1 2025, selling an estimated $109K and leaving 2,300 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #534.

Schechter Investment Advisors first reported a position in PCAR in Q2 2023 and has held it in 8 quarters since. The position peaked at $436K in Q1 2024. 999 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

Schechter Investment Advisors held 2,300 shares of PACCAR worth $224K as of Q1 2025.
Schechter Investment Advisors sold 1,038 PACCAR shares in Q1 2025, an estimated $109K.
PACCAR made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #534 holding.
Schechter Investment Advisors first reported a position in PACCAR in Q2 2023 and has held it in 8 quarters since.
Schechter Investment Advisors's PACCAR position peaked at $436K in Q1 2024.
999 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.