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Summit Wealth Group (Colorado)’s PACCAR PCAR Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-3,265
Closed -$377K – 401
2026
Q1 		$377K Buy
+3,265
New +$395K 0.04% 218

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 Wealth Group (Colorado)'s PCAR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) sold out of PACCAR (PCAR) in Q2 2026, closing a stake of 3,265 shares — an estimated $377K sold.

Summit Wealth Group (Colorado) first reported a position in PCAR in Q1 2026 and held it in 1 quarter. The position peaked at $377K in Q1 2026. 1,089 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Summit Wealth Group (Colorado) reported no remaining PACCAR position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,265 PACCAR shares in Q2 2026, an estimated $377K.
  • Summit Wealth Group (Colorado) first reported a position in PACCAR in Q1 2026 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PACCAR position peaked at $377K in Q1 2026.
  • 1,089 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.