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Spire Wealth Management’s Penske Automotive Group PAG Stock Holding History

Spire Wealth Management’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 		– Sell
-4
Closed -$598 – 2335
2026
Q1 		$598 Sell
4
-87
-96% -$13.8K ﹤0.01% 2225
2025
Q4 		$14.4K Sell
91
-262
-74% -$43.1K ﹤0.01% 1599
2025
Q3 		$61.4K Sell
353
-5
-1% -$891 ﹤0.01% 1165
2025
Q2 		$61.5K Sell
358
-30
-8% -$4.81K ﹤0.01% 1131
2025
Q1 		$55.9K Sell
388
-1
-0.3% -$160 ﹤0.01% 1238
2024
Q4 		$59.3K Buy
389
+2
+0.5% +$317 ﹤0.01% 1220
2024
Q3 		$62.9K Hold
387
– – ﹤0.01% 1065
2024
Q2 		$57.7K Sell
387
-26
-6% -$3.95K ﹤0.01% 1072
2024
Q1 		$66.9K Hold
413
– – ﹤0.01% 1119
2023
Q4 		$62.5K Sell
413
-122
-23% -$18.7K ﹤0.01% 1127
2023
Q3 		$89.4K Sell
535
-5
-0.9% -$836 ﹤0.01% 984
2023
Q2 		$90K Sell
540
-15
-3% -$2.18K ﹤0.01% 1002
2023
Q1 		$78.7K Buy
555
+170
+44% +$22.6K ﹤0.01% 1038
2022
Q4 		$44K Hold
385
– – ﹤0.01% 1031
2022
Q3 		$38K Sell
385
-190
-33% -$21.2K ﹤0.01% 1059
2022
Q2 		$60K Sell
575
-575
-50% -$61.6K ﹤0.01% 1220
2022
Q1 		$108K Sell
1,150
-52
-4% -$5.26K ﹤0.01% 1136
2021
Q4 		$129K Buy
1,202
+52
+5% +$5.44K ﹤0.01% 1300
2021
Q3 		$116K Hold
1,150
– – ﹤0.01% 1138
2021
Q2 		$87K Buy
1,150
+1,000
+667% +$83.7K ﹤0.01% 1236
2021
Q1 		$12K Buy
+150
New +$10.5K ﹤0.01% 2357

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Spire Wealth Management's PAG Position: Q2 2026 in Review

Spire Wealth Management sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 4 shares — an estimated $598 sold.

Spire Wealth Management first reported a position in PAG in Q1 2021 and held it in 21 quarters. The position peaked at $129K in Q4 2021. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Spire Wealth Management reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 4 Penske Automotive Group shares in Q2 2026, an estimated $598.
  • Spire Wealth Management first reported a position in Penske Automotive Group in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Penske Automotive Group position peaked at $129K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.