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True Wealth Design’s Penske Automotive Group PAG Stock Holding History

True Wealth Design’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
2026
Q2 		$1.25K Sell
7
-3
-30% -$501 ﹤0.01% 1896
2026
Q1 		$1.5K Sell
10
-70
-88% -$11.1K ﹤0.01% 1657
2025
Q4 		$12.7K Buy
80
+10
+14% +$1.64K ﹤0.01% 773
2025
Q3 		$12.2K Buy
70
+34
+94% +$6.06K ﹤0.01% 765
2025
Q2 		$6.19K Sell
36
-186
-84% -$29.8K ﹤0.01% 733
2025
Q1 		$32K Sell
222
-51
-19% -$8.17K 0.01% 264
2024
Q4 		$41.6K Sell
273
-175
-39% -$27.8K 0.02% 202
2024
Q3 		$72.8K Buy
448
+445
+14,833% +$71K 0.03% 84
2024
Q2 		$448 Hold
3
– – ﹤0.01% 672
2024
Q1 		$486 Buy
3
+2
+200% +$305 ﹤0.01% 630
2023
Q4 		$161 Hold
1
– – ﹤0.01% 706
2023
Q3 		$168 Hold
1
– – ﹤0.01% 668
2023
Q2 		$167 Hold
1
– – ﹤0.01% 678
2023
Q1 		$142 Buy
+1
New +$133 ﹤0.01% 771

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

True Wealth Design's PAG Position: Q2 2026 in Review

True Wealth Design reduced its Penske Automotive Group (PAG) stake by 30% in Q2 2026, selling an estimated $501 and leaving 7 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

True Wealth Design first reported a position in PAG in Q1 2023 and has held it in 14 quarters since. The position peaked at $72.8K in Q3 2024. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • True Wealth Design held 7 shares of Penske Automotive Group worth $1.25K as of Q2 2026.
  • True Wealth Design sold 3 Penske Automotive Group shares in Q2 2026, an estimated $501.
  • Penske Automotive Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1896 holding.
  • True Wealth Design first reported a position in Penske Automotive Group in Q1 2023 and has held it in 14 quarters since.
  • True Wealth Design's Penske Automotive Group position peaked at $72.8K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.