Sound Income Strategies’s PACCAR PCAR Stock Holding History

Sound Income Strategies’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	$10.5K	Buy	89 +44	+98%	+$5.32K	﹤0.01%	1479
2025 Q4	$5.5K	Buy	+45	New	+$4.61K	﹤0.01%	1762
2024 Q4	–	Sell	-599	Closed	-$59.1K	–	1525
2024 Q3	$59.1K	Sell	599 -188	-24%	-$18.4K	﹤0.01%	418
2024 Q2	$81K	Hold	787	–	–	0.01%	367
2024 Q1	$97.5K	Hold	787	–	–	0.01%	315
2023 Q4	$76.9K	Buy	787 +150	+24%	+$13.5K	0.01%	333
2023 Q3	$54.2K	Hold	637	–	–	﹤0.01%	296
2023 Q2	$53.3K	Hold	637	–	–	0.01%	293
2023 Q1	$46.6K	Sell	637 -1	-0.2%	-$72	0.01%	290
2022 Q4	$42.1K	Hold	638	–	–	0.01%	278
2022 Q3	$36K	Buy	+638	New	+$37.1K	0.01%	269
2021 Q2	–	Sell	-8	Closed	-$465	–	996
2021 Q1	$465	Buy	+8	New	+$500	﹤0.01%	894
2019 Q1	–	Sell	-8	Closed	–	–	756
2018 Q4	$0	Hold	8	–	–	﹤0.01%	758
2018 Q3	$0	Buy	8 +5	+167%	+$221	﹤0.01%	811
2018 Q2	$0	Buy	+3	New	+$130	﹤0.01%	737

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