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Steward Partners Investment Advisory’s PACCAR PCAR Stock Holding History

Steward Partners Investment Advisory’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 		$3.45M Sell
29,853
-1,120
-4% -$135K 0.02% 650
2025
Q4 		$3.39M Buy
30,973
+2,064
+7% +$212K 0.02% 604
2025
Q3 		$2.84M Sell
28,909
-2,851
-9% -$281K 0.02% 654
2025
Q2 		$3.02M Sell
31,760
-571
-2% -$52.7K 0.02% 568
2025
Q1 		$3.15M Sell
32,331
-9,123
-22% -$962K 0.03% 523
2024
Q4 		$4.31M Buy
41,454
+76
+0.2% +$8.32K 0.04% 416
2024
Q3 		$4.08M Sell
41,378
-4,248
-9% -$415K 0.04% 421
2024
Q2 		$4.7M Buy
45,626
+532
+1% +$58.6K 0.05% 348
2024
Q1 		$5.59M Sell
45,094
-1,077
-2% -$116K 0.06% 313
2023
Q4 		$4.51M Buy
46,171
+337
+0.7% +$30.3K 0.06% 306
2023
Q3 		$3.9M Buy
45,834
+11,194
+32% +$952K 0.06% 303
2023
Q2 		$2.9M Buy
34,640
+11,875
+52% +$878K 0.04% 378
2023
Q1 		$1.67M Buy
22,765
+304
+1% +$21.8K 0.03% 518
2022
Q4 		$1.48M Sell
22,461
-3
-0% -$196 0.03% 540
2022
Q3 		$1.25M Sell
22,464
-68
-0.3% -$3.95K 0.02% 550
2022
Q2 		$1.24M Sell
22,532
-139
-0.6% -$7.83K 0.02% 570
2022
Q1 		$1.33M Buy
22,671
+814
+4% +$49.7K 0.02% 601
2021
Q4 		$1.29M Sell
21,857
-25,872
-54% -$1.5M 0.02% 620
2021
Q3 		$2.51M Buy
47,729
+620
+1% +$34.4K 0.04% 394
2021
Q2 		$2.8M Buy
47,109
+999
+2% +$61.2K 0.05% 369
2021
Q1 		$2.86M Buy
46,110
+24,163
+110% +$1.51M 0.05% 350
2020
Q4 		$1.26M Sell
21,947
-898
-4% -$52.7K 0.03% 490
2020
Q3 		$1.3M Sell
22,845
-291
-1% -$16.3K 0.03% 408
2020
Q2 		$1.15M Sell
23,136
-3,228
-12% -$151K 0.03% 415
2020
Q1 		$1.07M Sell
26,364
-575
-2% -$27K 0.04% 371
2019
Q4 		$1.42M Sell
26,939
-52
-0.2% -$2.67K 0.04% 364
2019
Q3 		$1.26M Sell
26,991
-804
-3% -$36.7K 0.04% 358
2019
Q2 		$1.33M Sell
27,795
-749
-3% -$34.8K 0.05% 330
2019
Q1 		$1.3M Buy
28,544
+956
+3% +$41.6K 0.05% 315
2018
Q4 		$1.05M Buy
27,588
+372
+1% +$14.8K 0.05% 329
2018
Q3 		$1.24M Sell
27,216
-630
-2% -$27.8K 0.06% 296
2018
Q2 		$1.15M Buy
27,846
+3,628
+15% +$157K 0.07% 274
2018
Q1 		$1.07M Buy
24,218
+89
+0.4% +$4.21K 0.07% 256
2017
Q4 		$1.14M Buy
24,129
+399
+2% +$18.9K 0.09% 212
2017
Q3 		$1.14M Buy
23,730
+9
+0% +$406 0.12% 175
2017
Q2 		$1.04M Sell
23,721
-5,021
-17% -$217K 0.12% 171
2017
Q1 		$1.29M Buy
+28,742
New +$1.29M 0.19% 109

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Steward Partners Investment Advisory's PCAR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its PACCAR (PCAR) stake by 3.6% in Q1 2026, selling an estimated $135K and leaving 29,853 shares worth $3.45M. The position accounts for 0.02% of the portfolio, ranked #650.

Steward Partners Investment Advisory first reported a position in PCAR in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.59M in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Steward Partners Investment Advisory held 29,853 shares of PACCAR worth $3.45M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,120 PACCAR shares in Q1 2026, an estimated $135K.
  • PACCAR made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #650 holding.
  • Steward Partners Investment Advisory first reported a position in PACCAR in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's PACCAR position peaked at $5.59M in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.