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Summit Trail Advisors’s PACCAR PCAR Stock Holding History

Summit Trail Advisors’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 		$3.52M Buy
29,305
+1,135
+4% +$134K 0.04% 294
2026
Q1 		$3.25M Buy
28,170
+10,158
+56% +$1.23M 0.05% 277
2025
Q4 		$1.99M Sell
18,012
-7,060
-28% -$724K 0.03% 406
2025
Q3 		$2.47M Buy
25,072
+15,664
+166% +$1.54M 0.03% 337
2025
Q2 		$894K Buy
+9,408
New +$869K 0.02% 519
2024
Q4 		– Sell
-7,823
Closed -$772K – 655
2024
Q3 		$772K Sell
7,823
-1,439
-16% -$141K 0.02% 311
2024
Q2 		$953K Buy
9,262
+182
+2% +$20.1K 0.03% 250
2024
Q1 		$1.12M Buy
9,080
+6,002
+195% +$645K 0.03% 201
2023
Q4 		$309K Buy
3,078
+133
+5% +$11.9K 0.01% 399
2023
Q3 		$250K Buy
2,945
+6
+0.2% +$510 0.01% 428
2023
Q2 		$246K Buy
+2,939
New +$217K 0.01% 421
2018
Q2 		– Sell
-49,637
Closed -$1.54M – 619
2018
Q1 		$1.54M Buy
49,637
+7,733
+18% +$366K 0.26% 82
2017
Q4 		$2.14M Buy
+41,904
New +$1.98M 0.27% 70

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

Summit Trail Advisors's PCAR Position: Q2 2026 in Review

Summit Trail Advisors increased its PACCAR (PCAR) stake by 4% in Q2 2026, buying an estimated $134K and bringing the position to 29,305 shares worth $3.52M. The position accounts for 0.04% of the portfolio, ranked #294.

Summit Trail Advisors first reported a position in PCAR in Q4 2017 and has held it in 13 quarters since. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Summit Trail Advisors held 29,305 shares of PACCAR worth $3.52M as of Q2 2026.
  • Summit Trail Advisors bought 1,135 PACCAR shares in Q2 2026, an estimated $134K.
  • PACCAR made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #294 holding.
  • Summit Trail Advisors first reported a position in PACCAR in Q4 2017 and has held it in 13 quarters since.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.