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SkyOak Wealth’s Penske Automotive Group PAG Stock Holding History

SkyOak Wealth’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
2025
Q4 		– Sell
-2,406
Closed -$418K – 261
2025
Q3 		$418K Buy
+2,406
New +$429K 0.08% 141
2024
Q3 		– Sell
-2,486
Closed -$370K – 254
2024
Q2 		$370K Sell
2,486
-175
-7% -$26.6K 0.09% 142
2024
Q1 		$431K Buy
2,661
+111
+4% +$16.9K 0.1% 137
2023
Q4 		$409K Buy
2,550
+80
+3% +$12.3K 0.11% 138
2023
Q3 		$413K Buy
+2,470
New +$413K 0.12% 127

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SkyOak Wealth's PAG Position: Q4 2025 in Review

SkyOak Wealth sold out of Penske Automotive Group (PAG) in Q4 2025, closing a stake of 2,406 shares — an estimated $418K sold.

SkyOak Wealth first reported a position in PAG in Q3 2023 and held it in 5 quarters. The position peaked at $431K in Q1 2024. 395 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

  • SkyOak Wealth reported no remaining Penske Automotive Group position as of Q4 2025 after selling out during the quarter.
  • SkyOak Wealth sold 2,406 Penske Automotive Group shares in Q4 2025, an estimated $418K.
  • SkyOak Wealth first reported a position in Penske Automotive Group in Q3 2023 and held it in 5 quarters.
  • SkyOak Wealth's Penske Automotive Group position peaked at $431K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.