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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return