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SHP Wealth Management’s Penske Automotive Group PAG Stock Holding History

SHP Wealth 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
Q1 		$1.05K Buy
+7
New +$1.11K ﹤0.01% 1444

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's PAG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Penske Automotive Group (PAG) in Q1 2026: 7 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings.

375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • SHP Wealth Management held 7 shares of Penske Automotive Group worth $1.05K as of Q1 2026.
  • Penske Automotive Group was a new SHP Wealth Management position in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1444 holding.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.