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 Q2	$508	Hold	4	–	–	﹤0.01%	822
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%	945
2022 Q2	$0	Sell	5 -28	-85%	-$1.58K	﹤0.01%	973
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SOA Wealth Advisors's PCAR Position: Q2 2026 in Review

SOA Wealth Advisors held its PACCAR (PCAR) position steady in Q2 2026 at 4 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #822.

SOA Wealth Advisors first reported a position in PCAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $4K in Q4 2020. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

SOA Wealth Advisors held 4 shares of PACCAR worth $508 as of Q2 2026.
SOA Wealth Advisors left its PACCAR share count unchanged in Q2 2026.
PACCAR made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #822 holding.
SOA Wealth Advisors first reported a position in PACCAR in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's PACCAR position peaked at $4K in Q4 2020.
1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.