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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
Q3 		$3.41K Buy
17
+10
+143% +$2.1K ﹤0.01% 1483
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

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

True Wealth Design's PAG Position: Q3 2026 in Review

True Wealth Design increased its Penske Automotive Group (PAG) stake by 143% in Q3 2026, buying an estimated $2.1K and bringing the position to 17 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

True Wealth Design first reported a position in PAG in Q1 2023 and has held it in 15 quarters since. The position peaked at $72.8K in Q3 2024. 30 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • True Wealth Design held 17 shares of Penske Automotive Group worth $3.41K as of Q3 2026.
  • True Wealth Design bought 10 Penske Automotive Group shares in Q3 2026, an estimated $2.1K.
  • Penske Automotive Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1483 holding.
  • True Wealth Design first reported a position in Penske Automotive Group in Q1 2023 and has held it in 15 quarters since.
  • True Wealth Design's Penske Automotive Group position peaked at $72.8K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.