Synergy Asset Management’s PACCAR PCAR Stock Holding History

Synergy Asset Management’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	$375K	Buy	3,118 +388	+14%	+$45.8K	0.04%	190
2026 Q1	$315K	Buy	2,730 +108	+4%	+$13.1K	0.03%	205
2025 Q4	$287K	Sell	2,622 -7,650	-74%	-$784K	0.03%	189
2025 Q3	$993K	Buy	10,272 +7,651	+292%	+$755K	0.04%	170
2025 Q2	$249K	Sell	2,621 -415	-14%	-$38.3K	0.03%	165
2025 Q1	$296K	Sell	3,036 -2,663	-47%	-$281K	0.04%	141
2024 Q4	$576K	Buy	5,699 +2,936	+106%	+$321K	0.04%	147
2024 Q3	$273K	Sell	2,763 -5	-0.2%	-$489	0.04%	118
2024 Q2	$285K	Buy	+2,768	New	+$305K	0.04%	107

Other funds holding PCAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Synergy Asset Management's PCAR Position: Q2 2026 in Review

Synergy Asset Management increased its PACCAR (PCAR) stake by 14% in Q2 2026, buying an estimated $45.8K and bringing the position to 3,118 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #190.

Synergy Asset Management first reported a position in PCAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $993K in Q3 2025. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

Synergy Asset Management held 3,118 shares of PACCAR worth $375K as of Q2 2026.
Synergy Asset Management bought 388 PACCAR shares in Q2 2026, an estimated $45.8K.
PACCAR made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #190 holding.
Synergy Asset Management first reported a position in PACCAR in Q2 2024 and has held it in 9 quarters since.
Synergy Asset Management's PACCAR position peaked at $993K in Q3 2025.
1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.