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Tortoise Investment Management’s Penske Automotive Group PAG Stock Holding History

Tortoise Investment Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$696 – 1080
2025
Q3 		$696 Buy
4
+1
+33% +$178 ﹤0.01% 1122
2025
Q2 		$515 Buy
+3
New +$481 ﹤0.01% 1091

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's PAG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Penske Automotive Group (PAG) in Q4 2025, closing a stake of 4 shares — an estimated $696 sold.

Tortoise Investment Management first reported a position in PAG in Q2 2025 and held it in 2 quarters. The position peaked at $696 in Q3 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Penske Automotive Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Penske Automotive Group shares in Q4 2025, an estimated $696.
  • Tortoise Investment Management first reported a position in Penske Automotive Group in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Penske Automotive Group position peaked at $696 in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.