SOA Wealth Advisors’s PACCAR PCAR Stock Holding History

SOA Wealth Advisors’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 Q1	$487	Hold	4	–	–	﹤0.01%	779
2025 Q4	$461	Hold	4	–	–	﹤0.01%	783
2025 Q3	$413	Hold	4	–	–	﹤0.01%	811
2025 Q2	$398	Hold	4	–	–	﹤0.01%	792
2025 Q1	$406	Hold	4	–	–	﹤0.01%	795
2024 Q4	$432	Hold	4	–	–	﹤0.01%	787
2024 Q3	$409	Hold	4	–	–	﹤0.01%	760
2024 Q2	$425	Hold	4	–	–	﹤0.01%	773
2024 Q1	$510	Hold	4	–	–	﹤0.01%	802
2023 Q4	$401	Hold	4	–	–	﹤0.01%	812
2023 Q3	$348	Hold	4	–	–	﹤0.01%	845
2023 Q2	$342	Hold	4	–	–	﹤0.01%	850
2023 Q1	$298	Sell	4 -1	-20%	-$72	﹤0.01%	880
2022 Q4	$303	Hold	5	–	–	﹤0.01%	878
2022 Q3	$0	Hold	5	–	–	﹤0.01%	947
2022 Q2	$0	Sell	5 -28	-85%	-$1.58K	﹤0.01%	975
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	865
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	837
2021 Q3	$1K	Buy	33 +1	+3%	+$55	﹤0.01%	858
2021 Q2	$1K	Sell	32 -9	-22%	-$552	﹤0.01%	839
2021 Q1	$2K	Sell	41 -28	-41%	-$1.75K	﹤0.01%	722
2020 Q4	$4K	Buy	+69	New	+$4.05K	﹤0.01%	638

Other funds holding PCAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return