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Spire Wealth Management’s PACCAR PCAR Stock Holding History

Spire Wealth Management’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 		$27.4K Sell
228
-264
-54% -$31.2K ﹤0.01% 1349
2026
Q1 		$56.8K Buy
492
+13
+3% +$1.57K ﹤0.01% 1135
2025
Q4 		$52.5K Sell
479
-78
-14% -$7.99K ﹤0.01% 1164
2025
Q3 		$54.8K Buy
557
+60
+12% +$5.92K ﹤0.01% 1204
2025
Q2 		$47.2K Sell
497
-220
-31% -$20.3K ﹤0.01% 1217
2025
Q1 		$69.8K Sell
717
-191
-21% -$20.1K ﹤0.01% 1171
2024
Q4 		$94.5K Sell
908
-13,885
-94% -$1.52M ﹤0.01% 1051
2024
Q3 		$1.46M Sell
14,793
-26,704
-64% -$2.61M 0.05% 294
2024
Q2 		$4.27M Sell
41,497
-26,890
-39% -$2.96M 0.15% 142
2024
Q1 		$8.47M Sell
68,387
-92
-0.1% -$9.88K 0.15% 103
2023
Q4 		$6.59M Buy
68,479
+10,869
+19% +$976K 0.22% 96
2023
Q3 		$4.9M Buy
57,610
+3,820
+7% +$325K 0.19% 108
2023
Q2 		$4.5M Buy
53,790
+53,526
+20,275% +$3.96M 0.17% 118
2023
Q1 		$19.3K Sell
264
-12
-4% -$859 ﹤0.01% 1630
2022
Q4 		$18K Sell
276
-9,693
-97% -$633K ﹤0.01% 1408
2022
Q3 		$556K Sell
9,969
-9
-0.1% -$523 0.03% 308
2022
Q2 		$548K Sell
9,978
-18,755
-65% -$1.06M 0.02% 448
2022
Q1 		$1.69M Sell
28,733
-46
-0.2% -$2.81K 0.05% 302
2021
Q4 		$1.69M Buy
28,779
+46
+0.2% +$2.66K 0.04% 342
2021
Q3 		$1.51M Hold
28,733
– – 0.04% 326
2021
Q2 		$1.71M Hold
28,733
– – 0.05% 320
2021
Q1 		$1.78M Buy
+28,733
New +$1.8M 0.05% 307

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Spire Wealth Management reduced its PACCAR (PCAR) stake by 54% in Q2 2026, selling an estimated $31.2K and leaving 228 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Spire Wealth Management first reported a position in PCAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.47M in Q1 2024. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Spire Wealth Management held 228 shares of PACCAR worth $27.4K as of Q2 2026.
  • Spire Wealth Management sold 264 PACCAR shares in Q2 2026, an estimated $31.2K.
  • PACCAR made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1349 holding.
  • Spire Wealth Management first reported a position in PACCAR in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's PACCAR position peaked at $8.47M in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

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