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

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return