SWP
PAG icon

Significant Wealth Partners’s Penske Automotive Group PAG Stock Holding History

Significant Wealth Partners’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 		$2.15M Buy
12,032
+27
+0.2% +$4.51K 2.33% 6
2026
Q1 		$1.79M Buy
+12,005
New +$1.9M 2.21% 13

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.89T AUM 35.08% 1-Year Est. Return

Significant Wealth Partners's PAG Position: Q2 2026 in Review

Significant Wealth Partners increased its Penske Automotive Group (PAG) stake by 0.22% in Q2 2026, buying an estimated $4.51K and bringing the position to 12,032 shares worth $2.15M. The position accounts for 2.33% of the portfolio, ranked #6.

Significant Wealth Partners first reported a position in PAG in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Significant Wealth Partners held 12,032 shares of Penske Automotive Group worth $2.15M as of Q2 2026.
  • Significant Wealth Partners bought 27 Penske Automotive Group shares in Q2 2026, an estimated $4.51K.
  • Penske Automotive Group made up 2.33% of Significant Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Significant Wealth Partners first reported a position in Penske Automotive Group in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.