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SHP Wealth Management’s PACCAR PCAR Stock Holding History

SHP Wealth Management’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
Q2 		$6.87K Buy
57
+24
+73% +$2.83K ﹤0.01% 1082
2026
Q1 		$3.83K Buy
33
+31
+1,550% +$3.75K ﹤0.01% 1130
2025
Q4 		$238 Buy
+2
New +$205 ﹤0.01% 1455

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's PCAR Position: Q2 2026 in Review

SHP Wealth Management increased its PACCAR (PCAR) stake by 73% in Q2 2026, buying an estimated $2.83K and bringing the position to 57 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

SHP Wealth Management first reported a position in PCAR in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • SHP Wealth Management held 57 shares of PACCAR worth $6.87K as of Q2 2026.
  • SHP Wealth Management bought 24 PACCAR shares in Q2 2026, an estimated $2.83K.
  • PACCAR made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1082 holding.
  • SHP Wealth Management first reported a position in PACCAR in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.