Tortoise Investment Management’s PACCAR PCAR Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-59	Closed	-$5.8K	–	1086
2025 Q3	$5.8K	Buy	59 +16	+37%	+$1.58K	﹤0.01%	676
2025 Q2	$4.09K	Buy	43 +25	+139%	+$2.31K	﹤0.01%	678
2025 Q1	$1.75K	Hold	18	–	–	﹤0.01%	720
2024 Q4	$1.87K	Hold	18	–	–	﹤0.01%	764
2024 Q3	$1.78K	Hold	18	–	–	﹤0.01%	781
2024 Q2	$1.85K	Hold	18	–	–	﹤0.01%	787
2024 Q1	$2.23K	Buy	+18	New	+$1.93K	﹤0.01%	767
2018 Q2	–	Sell	-200	Closed	-$9K	–	574
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	401
2017 Q4	$9K	Sell	200 -15	-7%	-$710	﹤0.01%	407
2017 Q3	$10K	Hold	215	–	–	﹤0.01%	362
2017 Q2	$9K	Hold	215	–	–	﹤0.01%	367
2017 Q1	$10K	Hold	215	–	–	﹤0.01%	334
2016 Q4	$9K	Buy	+215	New	+$8.67K	﹤0.01%	345

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tortoise Investment Management sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 59 shares — an estimated $5.8K sold.

Tortoise Investment Management first reported a position in PCAR in Q4 2016 and held it in 13 quarters. The position peaked at $10K in Q3 2017. 1,051 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

Tortoise Investment Management reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 59 PACCAR shares in Q4 2025, an estimated $5.8K.
Tortoise Investment Management first reported a position in PACCAR in Q4 2016 and held it in 13 quarters.
Tortoise Investment Management's PACCAR position peaked at $10K in Q3 2017.
1,051 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

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