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SteelPeak Wealth’s PACCAR PCAR Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Sell
-12,689
Closed -$1.39M – 654
2024
Q4 		$1.39M Sell
12,689
-7,637
-38% -$836K 0.06% 210
2024
Q3 		$2.01M Buy
20,326
+1,967
+11% +$192K 0.09% 173
2024
Q2 		$1.89M Buy
18,359
+1,584
+9% +$175K 0.09% 174
2024
Q1 		$2.08M Sell
16,775
-2,602
-13% -$280K 0.1% 159
2023
Q4 		$1.95M Sell
19,377
-1,205
-6% -$108K 0.11% 145
2023
Q3 		$1.75M Sell
20,582
-1,818
-8% -$155K 0.11% 135
2023
Q2 		$1.87M Sell
22,400
-2,935
-12% -$217K 0.11% 121
2023
Q1 		$1.85M Buy
25,335
+22,185
+704% +$1.59M 0.13% 120
2022
Q4 		$208K Buy
+3,150
New +$206K 0.02% 365

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SteelPeak Wealth's PCAR Position: Q1 2025 in Review

SteelPeak Wealth sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 12,689 shares — an estimated $1.39M sold.

SteelPeak Wealth first reported a position in PCAR in Q4 2022 and held it in 9 quarters. The position peaked at $2.08M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • SteelPeak Wealth reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 12,689 PACCAR shares in Q1 2025, an estimated $1.39M.
  • SteelPeak Wealth first reported a position in PACCAR in Q4 2022 and held it in 9 quarters.
  • SteelPeak Wealth's PACCAR position peaked at $2.08M in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.