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Synergy Investment Management’s PACCAR PCAR Stock Holding History

Synergy Investment 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 		– Sell
-31
Closed -$3.58K – 1164
2026
Q1 		$3.58K Buy
+31
New +$3.75K ﹤0.01% 623

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

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

Synergy Investment Management sold out of PACCAR (PCAR) in Q2 2026, closing a stake of 31 shares — an estimated $3.58K sold.

Synergy Investment Management first reported a position in PCAR in Q1 2026 and held it in 1 quarter. The position peaked at $3.58K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Synergy Investment Management reported no remaining PACCAR position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 31 PACCAR shares in Q2 2026, an estimated $3.58K.
  • Synergy Investment Management first reported a position in PACCAR in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's PACCAR position peaked at $3.58K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.