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TWD
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
DAM
Diamant Asset Management
Ridgefield, Connecticut
$137B AUM
18.02%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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